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 Seitz-shemer is a financial professional with over 17 years of experience in the industry. Cathy is currently registered with Park Avenue Securities LLC in Bethlehem, PA. Previously, Cathy worked with LPL Financial LLC, M&T Securities, Inc., Founders Financial Securities LLC, and UVEST Financial Services Group, Inc. Cathy holds Series 6, 7, 63 and 65 licenses and has a strong track record of helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
PA
08/22/2022 - Present
Park Avenue Securities LLC (BETHLEHEM PA)
DE
06/09/2021 - 07/11/2022
LPL FINANCIAL LLC (LEWES DE)
DE
12/16/2011 - 06/09/2021
M&T SECURITIES, INC. (LEWES DE)
MD
07/27/2011 - 12/02/2011
FOUNDERS FINANCIAL SECURITIES LLC (HAGERSTOWN MD)
NC
09/01/1999 - 10/14/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 07/13/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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