Catherine Mcgrath is a registered investment advisor, based in Lakewood Ranch, FL, with 20 years of industry experience.
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Catherine sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance, dedicating minimal time to this activity. She is also an account executive at MBL Benefits Consulting, focusing on retirement planning and spending about 10-20% of her time in this role.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ameriprise Financial Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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