Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Foss is a financial professional with over 10 years of experience in the industry. Catherine holds a Series 6, 7, and 63 and has also passed the SIE and Series 65 exams. Catherine is currently registered as an Investment Advisor Representative with Lifepro Asset Management. Previously, Catherine was a Registered Representative with The O.N. Equity Sales Company in Wichita, KS. Catherine specializes in providing financial planning, portfolio management, and selection of other advisors. She works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
08/01/2019 - Present
Lifepro Asset Management (WICHITA KS)
KS
02/19/2010 - 07/24/2017
THE O.N. EQUITY SALES COMPANY (WICHITA KS)
IA
Issued 03/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Catherine Foss is the right advisor for you? Invested Better is here to help.
