Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irving? Claim Your ProfileIrving Katz is a financial professional with over 20 years of experience in the financial services industry. Irving is currently registered with Cambridge Investment Research Advisors, Inc. and has a proven track record of providing financial advice to individuals, families, and businesses. Irving is committed to helping clients achieve their financial goals through a personalized approach to financial planning. Irving is a Chartered Financial Consultant and is dedicated to providing his clients with the highest level of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/16/2020 - Present
Cambridge Investment Research Advisors, Inc. (San Clements CA)
CA
12/19/2005 - 12/18/2006
FINANCIAL WEST GROUP (IRVINE CA)
NE
07/01/2004 - 12/12/2005
QA3 FINANCIAL CORP. (OMAHA NE)
CT
01/01/2004 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
01/08/1997 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
12/19/1995 - 12/23/1996
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
03/16/1995 - 12/31/1995
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
IN
06/27/1994 - 03/20/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NE
10/02/1989 - 06/27/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
03/30/1993 - 12/31/1993
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NJ
08/19/1986 - 08/28/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
12/20/1972 - 07/29/1986
METLIFE SECURITIES INC.
NA
12/20/1972 - 07/28/1986
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1972
Series 1 - Registered Representative Examination
Active
Inactive
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