Unclaimed
Catherine Mullen is an Investment Advisor Representative at Sky Investment Group LLC in Hartford, Connecticut. Catherine has been registered with the Securities and Exchange Commission since August 4, 2017. Catherine is also registered as an Investment Advisor in Connecticut and Texas. Catherine has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Catherine has over 6 years of experience in the financial services industry.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
08/04/2017 - Present
SKY Investment Group LLC (HARTFORD CT)
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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