Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Lynn Poe is a registered investment advisor representative with Level Four Advisory Services. Cathy has been in the industry since 2004 and has experience with MID-ATLANTIC SECURITIES, INC. and BB&T INVESTMENT SERVICES, INC. Cathy has Series 7, Series 66 and SIE licenses and has a background in portfolio management for individuals and businesses, financial planning, and pension consulting. Cathy has experience with clients such as high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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 - portion of assets managed by other advisors
1
2
TX
08/17/2022 - Present
Level Four Advisory Services (DALLAS TX)
VA
02/22/2010 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (CULPEPER VA)
VA
09/19/2007 - 05/06/2009
BB&T INVESTMENT SERVICES, INC. (CULPEPER VA)
VA
04/07/2003 - 08/31/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (CULPEPER VA)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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