ADVISOR BIO

Catherine Elizabeth Stieber is a registered representative with Kestra Advisory Services, LLC. Catherine has been in the industry since November 2007. Catherine is licensed to provide advisory services in California. She is also licensed to provide brokerage services in California. Catherine has worked with KESTRA INVESTMENT SERVICES, LLC and WADDELL & REED, INC. in the past. Catherine is based in San Jose, California.

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ADVISOR BIO

Catherine Marie Arambula lewis is a financial advisor with over 16 years of experience in the industry. Catherine is currently registered with LPL Financial LLC, and has previously worked for NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Catherine is licensed to sell securities in California and North Carolina. Catherine provides financial planning and investment advice to individuals, corporations, and other businesses. Catherine is also a registered representative with FINRA and has passed the Series 6, Series 63, and SIE exams.

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ADVISOR BIO

Catherine Rose Chen is a financial advisor with RBC Capital Markets, LLC, a registered investment advisor with over $50 billion in assets under management. Catherine is a highly experienced advisor with a focus on providing comprehensive financial planning and investment management services to a diverse clientele. Catherine has been in the financial services industry since February 2002, with previous experience at UBS Financial Services Inc. and Piper Jaffray & Co.. Catherine is licensed in numerous states across the country and holds multiple licenses and certifications, including the Series 7, Series 31, Series 66, and SIE exams. Catherine is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs and goals.

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ADVISOR BIO

Catherine Roblez Kahler is an Investment Advisor Representative associated with Roush Investment Group. Catherine holds a current registration with the state of California. Catherine has been in the industry since January 2012. Catherine is also a Benefits Account Executive at Dibuduo & Defendis Ins Brokers LLC. Catherine is an active Investment Advisor Representative with a current registration status of Approved. Catherine has passed the Series 66 exam, which qualifies her to provide investment advice. Catherine's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles.

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ADVISOR BIO

Catherine Elizabeth Cole is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Catherine has been in the financial services industry since 1989 and holds Series 7, 7TO, 52 and SIE licenses, along with a Series 63 license for the state of California. Catherine has been active in the industry for over 30 years, and has experience working with a variety of clients, including high-net-worth individuals, corporations and institutions.

SPECIALIZATIONS

ADVISOR BIO

Catherine Campos is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 15 years of experience in the financial services industry. Catherine Campos is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to conduct securities business in multiple states. Catherine Campos offers a range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Catherine Campos has been registered with Merrill Lynch since 2011 and previously worked with Morgan Stanley Smith Barney and Bank of America Investment Services, Inc.

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ADVISOR BIO

Catherine Tang is a financial advisor with Wells Fargo Clearing Services, LLC. Catherine has been in the industry since 2009 and has a Series 7, Series 66 and SIE license. Catherine specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. She also works with individuals and businesses to develop and manage their portfolios. Prior to joining Wells Fargo Clearing Services, LLC, Catherine was with WELLS FARGO INVESTMENTS, LLC.

SPECIALIZATIONS

ADVISOR BIO

Catherine Choi is a registered representative with Stifel, Nicolaus & Company, Inc. located in San Rafael, California. Catherine has been working in the financial services industry since September 14, 2014. Catherine holds the Series 66, Series 7 and SIE licenses. Catherine has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Catherine Elizabeth Bradford is a financial advisor with Cetera Investment Advisers LLC. Catherine has been working in the financial industry since February 1999. She specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, and charitable organizations. Catherine is also a Certified Financial Planner and has been teaching Certified Financial Planning courses at UC Berkeley Extension.

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ADVISOR BIO

Catherine Blake is a financial advisor with over 30 years of experience in the industry. Catherine is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in multiple states including California, Texas, and Arizona. Catherine offers a variety of services to her clients, including portfolio management for businesses and individuals, pension consulting, and educational seminars. She has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS