Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cy? Claim Your ProfileCy Garrett Cattan is an investment advisor representative with Hightower Advisors, LLC. Cy has been in the financial services industry since 2002. Cy holds Series 7 and Series 66 registrations. Prior to joining Hightower Advisors, LLC, Cy was an investment advisor representative with Streettalk Advisors, LLC DBA STA Wealth Management and LPL FINANCIAL LLC. Cy also has experience as a non-variable insurance agent. In addition to investment advisory services, Cy offers financial planning, treasury management for corporate clients, and selection of other advisors.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
06/12/2023 - Present
Hightower Advisors, LLC (Houston TX)
TX
06/17/2005 - 08/19/2013
LPL FINANCIAL LLC (HOUSTON TX)
IN
10/25/2002 - 06/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/2002 - 06/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
07/02/2002 - 10/29/2002
SOUTHCOAST INVESTMENT GROUP, INC. (HOUSTON TX)
CA
04/15/2002 - 07/22/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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