Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathey? Claim Your ProfileCathey Williamson has been in the financial services industry since 1999. She is currently registered with Cambridge Investment Research Advisors, Inc. Cathey Williamson has experience working with individual and business clients, and has a wide range of experience in financial planning, portfolio management, and insurance. Cathey Williamson is committed to providing personalized financial guidance 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
10/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Florissant MO)
MO
02/11/2010 - 10/02/2017
FIRST HEARTLAND CAPITAL, INC. (MARYLAND HEIGHTS MO)
MO
09/08/2009 - 03/12/2010
LPL FINANCIAL CORPORATION (CREVE COEUR MO)
MO
02/22/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (FLORISSANT MO)
MO
09/30/1999 - 02/11/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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