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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 Lynn Marshall is an investment advisor representative registered with Genter Capital Management. Catherine is licensed in California since 2011. Catherine has passed the Uniform Investment Adviser Law Examination (Series 65). Catherine's areas of expertise include portfolio management for businesses, individuals and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
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.
One time initial set-up fee of $250
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CA
10/18/2011 - Present
Genter Capital Management (LOS ANGELES CA)
IA
Issued 03/30/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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