Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Schreier is a financial advisor with over 40 years of experience in the industry. Cathy has held securities licenses since 1981, and is currently registered with LPL Financial LLC. Cathy has experience in many areas of financial services including financial planning, investment management, and retirement planning. Cathy has worked for a number of financial firms over the years, including Waddell & Reed, Inc. and Mutual Service Corporation. Cathy has a long history of providing financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
09/08/2009 - Present
LPL Financial LLC (BELLEVUE WA)
WA
10/22/1985 - 09/08/2009
MUTUAL SERVICE CORPORATION (BELLEVUE WA)
NA
09/03/1981 - 11/01/1985
WADDELL & REED, INC.
BC
Issued 09/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/01/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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