Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine McGrath is an investment advisor representative registered with World Investment Advisors, LLC. Catherine has been in the financial services industry since 2006, working with several firms prior to joining World Investment Advisors. Catherine is also a licensed fixed insurance agent. Catherine holds licenses for Series 6, 7, and 66 and is also licensed to sell fixed insurance. Catherine focuses on providing financial planning and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
01/22/2024 - Present
World Investment Advisors, LLC (Lakewood Ranch FL)
NY
02/28/2020 - 01/04/2024
CETERA ADVISORS LLC (NEW YORK NY)
MN
03/16/2015 - 03/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NY
01/05/2006 - 02/13/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NY
01/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine McGrath is the right advisor for you? Invested Better is here to help.
