Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Guadalupe Martines is an active investment advisor representative, registered with the state of Virginia and Texas. Catherine has been in the financial industry for over nine years. She is currently employed by Steward Partners Investment Advisory, LLC. Catherine specializes in providing financial consulting, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. She is also a registered investment advisor in Virginia and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
08/24/2023 - Present
Steward Partners Investment Advisory, LLC (MCLEAN VA)
BOTH
Issued 8/7/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 9/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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