Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Louise Watson is an Investment Advisor Representative registered with the state of Wisconsin. Catherine is affiliated with Ellenbecker Investment Group. The firm’s main office is located in Waukesha, WI. Catherine has been in the financial services industry since August 2019 and passed the Series 65 Exam in September 2020. Catherine has experience with providing financial planning advice and educational seminars, and specializes in portfolio management for individuals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Corporate education and speaking engagements
1
2
WI
01/17/2024 - Present
Ellenbecker Investment Group (WAUKESHA WI)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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