Cathleen Petersen, E.A.
Licenses and Certifications
- Licenses: FINRA Series 6, Series 7, Series 22, Series 24, and Series 63. Not registered in all states.
- Insurance License – 0597692
- Enrolled Agent: The highest credential awarded by the IRS. Allows us to represent taxpayers before the Internal Revenue Service
- Registered Principal with Securities America, Inc.
- Registered Representative with Securities America, Inc.
- Accredited Tax Advisor
Professional Memberships:
- Financial Industry Regularatory Authority (FINRA)
- Securities Investor Protection Corporation (SIPC)
- National Association of Enrolled Agents
- National Society of Tax Professionals
- National Society of Accountants
- Financial Planning Association
- California Society of Enrolled Agents
