Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelter? Claim Your ProfileShelter Deedra Wein is an investment advisor representative at Catalytic Wealth Management. Shelter is registered with the state of Wyoming and holds a Series 65 license. Shelter has been working in the financial services industry since 2011. Before joining Catalytic Wealth Management, Shelter worked at First Republic Bank, Cambridge Associates, and Stio. Shelter specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MA
09/06/2024 - Present
Catalytic Wealth Management (CAMBRIDGE MA)
IA
Issued 08/22/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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