Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Hetrick is a financial advisor with Stack Financial Management Inc., with over 20 years of experience in the industry. Catherine is registered to provide investment advice in Montana and Texas, and specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. Catherine holds the Series 65 license, which allows Catherine to provide investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
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MT
01/02/2008 - Present
Stack Financial Management Inc. (WHITEFISH MT)
IA
Issued 06/02/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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