Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathie? Claim Your ProfileCathie Clontz is a financial advisor in Charlotte, NC. Cathie has over 20 years of experience in the financial services industry, and is currently registered with Truist Advisory Services, Inc. Cathie has a wide range of experience, having previously worked with BB&T Securities, LLC, PNC Investments, Wells Fargo Advisors, LLC and Morgan Stanley.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
03/06/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/13/2016 - 03/09/2020
PNC INVESTMENTS (CHARLOTTE NC)
NC
05/05/2016 - 09/16/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
09/19/2014 - 04/08/2016
MORGAN STANLEY (CHARLOTTE NC)
NC
06/19/2002 - 09/02/2014
EDWARD JONES (MOORESVILLE NC)
BOTH
Issued 01/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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