Unclaimed
Seth Christian Catanese is a Certified Financial Planner™ professional with over 8 years of experience in the financial services industry. Seth is currently registered with Manchester Financial Inc. in California and Texas. Seth specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Seth is committed to providing his clients with personalized financial advice and strategies that are tailored to their unique needs and goals.
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.
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CA
02/26/2024 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
IA
Issued 06/12/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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