CH
CH

Catalina Hensel

9 Years of Experience
Merritt Island, FL
1 DisclosureBroker

Catalina Hensel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merritt Island, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2395 North Courtenay Pkwy, Suite 201, Merritt Island, FL, 32953

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2001
Final Disposition
Other Business Activities

Catalina is a managing member of CNB Consulting LLC, but has no responsibilities in the business and dedicates minimal time to it. She also works as a financial advisor for Crossleyshear, dedicating about half her time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2020 - Present · 6 yrs
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2016 - May 2017 · 11 mos
State Registrations10 states
FLLANJNYOHPASCTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.