Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Roblez Kahler is an Investment Advisor Representative associated with Roush Investment Group. Catherine holds a current registration with the state of California. Catherine has been in the industry since January 2012. Catherine is also a Benefits Account Executive at Dibuduo & Defendis Ins Brokers LLC. Catherine is an active Investment Advisor Representative with a current registration status of Approved. Catherine has passed the Series 66 exam, which qualifies her to provide investment advice. Catherine's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles.
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.
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
CA
04/20/2021 - Present
Roush Investment Group (FRESNO CA)
Active
Inactive
Not sure Catherine Kahler is the right advisor for you? Invested Better is here to help.
