Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Katch is a registered Investment Advisor Representative with Manchester Financial Inc., based in Westlake Village, CA. Robert has been in the industry since July 1990 and holds the Series 2 license. He is registered in California and Texas, and specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Robert also offers consulting services to clients.
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.
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.
Consulting services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/15/2003 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
BC
Issued 12/11/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Robert Katch is the right advisor for you? Invested Better is here to help.
