Unclaimed
Cathie Arthurs is an investment advisor representative with Wayfinding Financial, LLC. Cathie has over 15 years of experience in the financial services industry. Cathie is registered with the state of Washington. Wayfinding Financial, LLC is an investment advisor firm based in Lynnwood, Washington. The firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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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2
WA
12/08/2021 - Present
Wayfinding Financial, LLC (LYNNWOOD WA)
WA
01/05/2012 - 10/24/2017
CONOVER SECURITIES CORPORATION (BELLEVUE WA)
WA
05/18/2007 - 12/31/2011
ALLSTATE FINANCIAL SERVICES, LLC (EVERETT WA)
WA
03/31/2006 - 05/22/2007
CUNA BROKERAGE SERVICES, INC. (SEATTLE WA)
BOTH
Issued 06/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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