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Paul Wickliffe Cathey

Credit Union Investment Services

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About Paul Wickliffe Cathey

Paul Cathey is an investment advisor representative in Asheville, North Carolina. Paul Cathey has been in the securities industry since May 13, 2010 and is currently registered with Credit Union Investment Services. Paul Cathey is registered with the state of North Carolina as a broker-dealer and investment advisor representative. Paul Cathey is a financial advisor with experience in offering financial services to members of credit unions and providing opportunities for members to improve their economic and social condition. Paul Cathey also provides financial advisory services for Members Trust Company.

Firm Information

Paul Cathey is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Cathey’s Registration & Firm History

NC

10/07/2010 - Present

Credit Union Investment Services (Asheville NC)

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Licenses & Designations

IA

Issued 10/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Wickliffe Cathey.
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