Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen McKee is an investment advisor representative at Equita Financial Network, Inc. Cathleen McKee is registered to provide investment advisory services in Massachusetts. Cathleen McKee is licensed to provide investment advisory services. Cathleen McKee has been in the industry since August 2023.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
02/22/2024 - Present
Equita Financial Network, Inc. (Cambridge MA)
IA
Issued 06/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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