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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 L. Lantz is an active investment advisor representative at Cetera Investment Advisers LLC in MOORE, OK. Catherine has been in the financial services industry for over 12 years. Catherine is registered with the Securities and Exchange Commission (SEC) and has passed several industry exams, including the Series 6, 7, 63, and 65. Catherine also holds a Fixed Insurance license. Catherine specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Catherine has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
MOORE, OK
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.
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
OK
05/01/2024 - Present
Cetera Investment Advisers LLC (MOORE OK)
OK
01/19/2024 - 02/05/2024
OSAIC WEALTH, INC. (OKLAHOMA CITY OK)
OK
06/20/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
10/03/2016 - 06/26/2023
CETERA ADVISORS LLC (OKLAHOMA CITY OK)
OK
01/02/2014 - 10/03/2016
INVESTORS CAPITAL CORP. (OKLAHOMA CITY OK)
OK
12/08/2011 - 11/20/2013
PRUCO SECURITIES, LLC. (OKLAHOMA CITY OK)
IA
Issued 8/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/7/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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