ADVISOR BIO

Catherine Min soo Park is a financial advisor with UBS Financial Services Inc., registered in California. Catherine has been in the financial industry since 2012 and holds various licenses and certifications including Series 7, 7TO, 9, 10, 63 and 66. Catherine has worked with UBS Financial Services Inc. in both New Jersey and California. Catherine also owns and manages a real estate investment partnership.

SPECIALIZATIONS

ADVISOR BIO

Catherine Leigh Brown has been a financial advisor for over 30 years, serving clients in both California and Texas. Catherine Leigh Brown is currently a Registered Representative with Independent Financial Group, LLC, a firm headquartered in San Diego. Previous roles include positions with Woodbury Financial Services, Inc. and National Planning Corporation. Catherine Leigh Brown is also a Registered Investment Advisor, licensed in California and Texas. Catherine Leigh Brown's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Catherine Ann Eklund mares has been in the financial industry since 1988. She is currently a registered representative with Morgan Stanley. Catherine Ann Eklund mares has previously worked at Morgan Stanley & Co. Incorporated and Banc of America Investment Services, Inc. She holds the Series 7, Series 63 and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Catherine Tate has been in the financial services industry since 2000. Catherine is currently a registered representative with Wells Fargo Clearing Services, LLC in LA JOLLA, California. Catherine holds Series 63 and 66 licenses as well as Series 7 and SIE. Catherine also has previous experience with Gustafson Financial, Inc., a firm that is no longer in business.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Catherine Houle is an investment advisor representative with J.p. Morgan Securities LLC. Catherine has been in the industry since August 2019. Catherine holds Series 7TO, SIE, 63 and 65 licenses. Catherine is registered with the state of Arizona and California.

SPECIALIZATIONS

ADVISOR BIO

Catherine Dickie is a financial advisor with over 10 years of experience in the industry. Catherine holds a Series 66, Series 7 and SIE licenses, and is registered in 43 states. Catherine is currently employed by Morgan Stanley, a leading financial services firm. Catherine's specialties include asset allocation advice, financial planning, portfolio management for individuals, businesses and investment companies, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Catherine Prentice is a financial advisor with Beacon Pointe Advisors, LLC. Catherine has been in the industry since 2004 and has experience working with a variety of clients, including individuals, corporations, charities, and pooled investment vehicles. Catherine holds a Series 7, Series 55, and Series 66 license. Prior to joining Beacon Pointe Advisors, LLC, Catherine worked at Syndicated Capital, Inc., Brookstreet Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Catherine is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Catherine Villanueva is an investment advisor representative with Wells Fargo Clearing Services, LLC. Catherine has been in the financial industry since February 23, 1996. Catherine has licenses in Arkansas, California, Massachusetts, and Utah. Catherine has experience with various investment products and services including financial planning, pension consulting, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Catherine's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA.

SPECIALIZATIONS

ADVISOR BIO

Catherine Jeanette Rachford is a financial advisor at Morgan Stanley. Catherine has been in the financial services industry since August 7, 2000. She is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Catherine holds a Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Examination, Series 66 Uniform Combined State Law Examination, and SIE Securities Industry Essentials Examination. Catherine has a current registration with Morgan Stanley as a registered representative in California and Texas. Catherine has previous registrations with UBS Financial Services Inc., and Banc of America Securities LLC.

SPECIALIZATIONS