Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen Wrisberg is a registered representative with Convergence Financial, a firm that offers a variety of financial services, including investment advisory and financial planning. Cathleen has been in the financial industry since 2010 and has experience working with both individuals and institutions. Cathleen holds a Series 66 license and has a proven track record of success in helping clients achieve their financial goals. Convergence Financial is committed to providing clients with personalized financial advice and guidance.
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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MO
10/22/2024 - Present
Convergence Financial (Chesterfield MO)
Active
Inactive
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