Unclaimed
Cathy Lyn Rahab is a Registered Investment Advisor representative working with Girard Advisory Services, LLC. She joined the firm in March 2014. Cathy Rahab has been working in the financial services industry since August 2008. Cathy Rahab is registered to provide investment advice in Pennsylvania and holds Series 63, 65 and 7 licenses.
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.
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.
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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2
PA
09/09/2014 - Present
Girard Advisory Services, LLC (KING OF PRUSSIA PA)
NC
08/07/2008 - 05/20/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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