Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Milano is a financial advisor who has been in the industry for over 25 years. Catherine has a wide range of experience, having worked for several firms, including Citigroup Global Markets Inc., SunTrust Securities, Inc., and Essex National Securities, Inc. Catherine is currently registered with Impact Partnership Wealth, LLC in California as a Registered Investment Advisor (RIA). Catherine offers a variety of financial services to her clients, including financial planning, educational seminars, and portfolio management.
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.
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GA
02/20/2024 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
FL
03/31/2016 - 12/31/2016
KOVACK SECURITIES INC. (Plantation FL)
FL
10/08/2013 - 03/31/2016
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
11/12/2012 - 10/15/2013
CBG FINANCIAL GROUP, INC. (WEST PALM BEACH FL)
FL
03/30/2010 - 09/21/2012
JHS CAPITAL ADVISORS, LLC (BOCA RATON FL)
FL
06/17/2009 - 03/31/2010
GUNNALLEN FINANCIAL, INC (DEERFIELD BEACH FL)
FL
05/29/2007 - 06/23/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
FL
06/30/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (FORT LAUDERDALE FL)
CA
09/19/2003 - 05/13/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
GA
03/26/2001 - 08/15/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
02/05/1999 - 03/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
09/16/1998 - 11/24/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/16/1998 - 11/24/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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