Unclaimed
Sarah Cato is an Investment Advisor Representative with Park Avenue Securities LLC. Sarah has been in the financial industry since September 8, 2005. Sarah is registered in the following states: Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Sarah is a Certified Financial Planner and Chartered Financial Consultant. Sarah also offers long term care, health products, insurance products, and annuities. Sarah is a member of The ARC.
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.
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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2
VA
01/09/2006 - Present
Park Avenue Securities LLC (RESTON VA)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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