Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Pinkas is a financial advisor in San Diego, California. Catherine has over 19 years of experience in the financial services industry. Catherine is registered with Lifepro Asset Management, LLC and is also registered as an Investment Advisor Representative in California, District of Columbia, Maryland, and Texas. Catherine holds a Series 7, Series 63, and Series 66 license. Catherine specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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CA
05/24/2022 - Present
Lifepro Asset Management (SAN DIEGO CA)
CA
03/12/2009 - 07/02/2020
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
CA
12/11/2008 - 04/23/2009
LPL FINANCIAL CORPORATION (OAKLAND CA)
CA
04/03/2008 - 12/12/2008
FSC SECURITIES CORPORATION (OAKLAND CA)
CA
05/04/2007 - 04/02/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (PLEASANT HILL CA)
CA
03/12/2003 - 05/07/2007
EDWARD JONES (OAKLAND CA)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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