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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathey? Claim Your ProfileCathey Lynn Paine is a financial advisor with over 30 years of experience in the industry. Cathey is currently registered with Osaic Wealth, Inc. in California and Texas. Cathey's previous experience includes roles with The Lincoln National Life Insurance Company and Centaurus Financial, Inc.. Cathey has passed several industry exams, including Series 2, 6, 7, 26, and 63. Cathey specializes in providing financial planning and investment advice to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
01/24/2025 - Present
Osaic Wealth, Inc. (WESTLAKE VILLAGE CA)
IN
03/06/2001 - 04/28/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
04/18/1994 - 03/21/2001
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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