Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Ann Jackson is an Investment Advisor Representative with Avantax Advisory Services and has been in the financial services industry since 1998. Cathy has a wide range of experience providing financial advice to individuals, families, and small businesses. Cathy is also a registered insurance agent and provides life, health, and long-term care insurance products. In addition to financial planning, Cathy is a member of Beacon of Knowledge Ministry Inc., a charity offering financial education workshops based on scripture. Cathy is committed to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
09/04/2024 - Present
Avantax Advisory Services (EAST FALLOWFIELD PA)
PA
04/07/2010 - 09/06/2024
NEXT FINANCIAL GROUP, INC. (EAST FALLOWFIED PA)
PA
02/03/2009 - 02/24/2010
CUSO FINANCIAL SERVICES, L.P. (DOWNINGTON PA)
PA
01/03/2007 - 02/03/2009
WOODBURY FINANCIAL SERVICES, INC. (EAST FALLOWFIELD PA)
PA
05/14/2003 - 01/09/2007
COMMONWEALTH FINANCIAL NETWORK (EAST FALLOWFIELD PA)
GA
05/06/1998 - 05/14/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 10/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cathy Jackson is the right advisor for you? Invested Better is here to help.
