Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Morgan is an investment advisor representative for Rockwood Wealth Management, LLC, based in New Hope, Pennsylvania. Catherine has been in the industry since March 2020. Catherine holds a Series 65 license and is registered to provide investment advice in Pennsylvania. Catherine has experience working in the financial industry and has a volunteer role with Savvy Ladies, a free financial helpline for women. Catherine specializes in providing financial planning, portfolio management for individuals, and selection of other advisors for clients.
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.
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PA
06/17/2020 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 06/17/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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