Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Elizabeth Catsouras is a registered investment advisor representative with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona and San Clemente, California. Heather is also registered with the state of California. Osaic Wealth, Inc. offers a variety of financial planning, investment, and pension consulting services for individual and business clients. Heather has been in the financial industry since 2012 and holds the Series 63 and Series 65 licenses. Heather is a certified yoga instructor.
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.
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CA
12/23/2024 - Present
Osaic Wealth, Inc. (SAN CLEMENTE CA)
Active
Inactive
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