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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Decarlo is a financial advisor with The Wealth Consulting Group. Catherine has been in the industry since March 2004 and has experience working with clients across a range of needs, including high-net-worth individuals, corporations, and charitable organizations. Catherine holds a Series 6, 7, and 66 license and is registered in the state of California as a registered investment advisor and broker-dealer. Catherine's focus is on providing comprehensive financial planning, portfolio management, and pension consulting services to help her 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.
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
01/03/2018 - Present
THE Wealth Consulting Group (Sacramento CA)
CA
09/03/2014 - 04/20/2016
CETERA ADVISOR NETWORKS LLC (SACRAMENTO CA)
CA
08/29/2008 - 02/27/2009
ALLSTATE FINANCIAL SERVICES, LLC (FOLSOM CA)
CA
03/20/2007 - 08/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
09/15/2006 - 02/27/2007
BRECEK & YOUNG ADVISORS, INC. (ROSEVILLE CA)
CA
10/26/2005 - 08/28/2006
QA3 FINANCIAL CORP. (ROSEVILLE CA)
WI
09/29/2004 - 04/28/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CA
05/03/2002 - 05/09/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
OH
07/03/2000 - 03/25/2002
TOWER EQUITIES, INC. (DAYTON OH)
MN
05/18/1999 - 04/04/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/18/1999 - 04/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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