Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen Crews is a registered investment advisor representative with Orchid Advisory. Cathleen has been in the financial services industry since 2014. She holds both Series 63 and 65 securities licenses as well as Series 7 and SIE licenses. Cathleen provides financial planning and portfolio management services to high-net-worth individuals and charitable organizations. She has worked for JPMorgan Chase Bank NA and Matter Family Office prior to her current role at Orchid Advisory. Cathleen specializes in retirement planning and estate planning.
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.
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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TX
09/19/2023 - Present
Orchid Advisory (DALLAS TX)
TX
03/03/2014 - 08/13/2018
J.P. MORGAN SECURITIES LLC (DALLAS TX)
IA
Issued 10/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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