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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Lovell is a financial advisor with Ameriprise Financial Services, LLC. She has been in the financial services industry since 1997. Catherine has a Series 7 and Series 63 license as well as a Series 65 license. Catherine provides financial planning and portfolio management for individuals and businesses. She has a strong track record of helping clients achieve their financial goals. Catherine is committed to providing her clients with personalized service and a comprehensive understanding of their financial situation. She is a registered representative of Ameriprise Financial Services, LLC and is licensed in Louisiana 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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2
LA
06/20/2017 - Present
Ameriprise Financial Services, LLC (Thibodaux LA)
LA
06/01/2012 - 06/05/2017
WELLS FARGO CLEARING SERVICES, LLC (HOUMA LA)
LA
07/01/2003 - 09/12/2011
WELLS FARGO ADVISORS, LLC (LAFAYETTE LA)
NY
05/09/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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