Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Deel is an Investment Advisor Representative with The Ameriflex Group. Catherine has been in the financial services industry since 2013. Catherine holds a Series 6, 7, 63, and 65 license. Catherine provides comprehensive wealth management, financial planning and investment advisory services. Catherine is registered in Arizona, Arkansas, California, Delaware, Florida, Hawaii, Idaho, Illinois, Kansas, Missouri, Nevada, New Jersey, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, and Washington. Catherine's expertise includes a broad range of financial services.
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.
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
11/01/2023 - Present
THE Ameriflex Group (Murrieta CA)
CA
01/18/2013 - 11/08/2023
PRINCIPAL SECURITIES, INC. (MURRIETA CA)
IA
Issued 11/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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