425
Catherine Theisen
Financial Advisor
Biography
Catherine Theisen at Wedbush Securities is dedicated to providing an integrated, unbiased, solution-oriented approach to her clients' wealth management needs. Through her processes, she identifies solutions to preserve, control and manage wealth, then integrates all aspects of her clients' financial needs into a cohesive, risk adjusted, investment plan.
For her plan sponsor and trustee clients, who have the legal responsibility of managing assets on behalf of others, she provides guidance in procedural prudence so fiduciaries can meet the Global Fiduciary Standard of Excellence demanded by UPIA (Uniform Prudent Investor Act) and ERISA. Properly designed processes help fiduciaries effectively fulfill their duties under the law and avoid potential liabilities.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
