Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Renee Waters is a financial advisor with Waverly Advisors, LLC. Cathy has been in the financial services industry since 1997. Cathy holds the Series 63 and Series 7 licenses. Cathy is registered with the state of Ohio. Cathy specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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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OH
10/22/2024 - Present
Waverly Advisors, LLC (CINCINNATI OH)
OH
07/31/1998 - 12/31/2016
L.M. KOHN & COMPANY (HAMILTON OH)
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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