Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Irby arnold is a financial advisor with U.S. Bancorp Investments, Inc. in Seattle, Washington. Catherine has been in the financial services industry since January 4, 1996 and has a broad range of experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Catherine has been registered with the state of Washington since December 15, 2015. She is currently licensed with Series 6, 7, 26, 63, and 66 licenses. Catherine is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
11/19/2015 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
WA
03/17/2014 - 12/12/2014
MBSC SECURITIES CORPORATION (SEATTLE WA)
WA
11/27/2007 - 02/19/2013
UNIONBANC INVESTMENT SERVICES, LLC (SEATTLE WA)
OH
08/12/2004 - 02/21/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MT
05/02/2002 - 12/02/2003
D.A. DAVIDSON & CO. (GREAT FALLS MT)
TX
07/24/1993 - 09/14/1999
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
CA
03/25/1992 - 05/06/1993
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CO
11/15/1989 - 05/08/1990
INTERVEST INTERNATIONAL EQUITIES CORP. (COLORADO SPRINGS CO)
MN
05/23/1989 - 12/04/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1989 - 12/04/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/26/1987 - 03/25/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
05/26/1987 - 03/25/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
05/26/1987 - 03/15/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/13/1986 - 04/14/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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