Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine McDaniel is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Houston, Texas. Catherine has been in the financial services industry since 2017 and has a strong track record of providing personalized financial advice to individuals and families. Catherine is a Certified Financial Planner (CFP®) and holds the Series 66, Series 7, and SIE licenses. Catherine has experience providing a range of financial services, including financial planning, investment management, and retirement planning. She is committed to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
08/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
10/29/2018 - 09/11/2023
AVANTAX INVESTMENT SERVICES, INC. (Houston TX)
TX
04/25/2017 - 11/05/2018
SUMMIT BROKERAGE SERVICES, INC. (HOUSTON TX)
BOTH
Issued 08/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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