Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Cashatt is a financial advisor with Charles Schwab & Co., Inc., in Phoenix, AZ. Kathleen has been working in the financial services industry since 2002. She is a Certified Financial Planner and has experience with a variety of financial products and services. Kathleen's experience includes previous positions with USAA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Her firm provides financial planning and advisory services to individuals and families, and specializes in helping clients reach their financial goals through personalized investment strategies.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
01/04/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/08/2010 - 03/23/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/21/2006 - 05/24/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
06/20/2002 - 04/28/2006
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
IA
Issued 6/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 6/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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