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 Stoppel is a financial advisor with Arbor Point Advisors, providing financial planning and investment management services to clients. Cathy has been in the financial services industry since 1995 and has experience with a variety of firms, including Securities America, Inc., KMS Financial Services, Inc. and LPL Financial LLC. Cathy has a strong understanding of the financial markets and can help 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.
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
OR
11/06/2020 - Present
Arbor Point Advisors (EUGENE OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Eugene OR)
OR
01/06/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Eugene OR)
OR
03/08/2011 - 01/30/2020
LPL FINANCIAL LLC (EUGENE OR)
OR
04/21/2005 - 03/24/2011
CUSO FINANCIAL SERVICES, L.P. (EUGENE OR)
CA
09/25/2000 - 04/11/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
04/25/1995 - 04/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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