Cathleen Petersen

Privacy and DIsclosures


We are committed to protecting your privacy. We will only use the information you provide through this site, and any portals connected to this site, lawfully and in full accordance with the relevant Data Protection Acts.

We will not e-mail you unless you have given us your consent, either explicitly, or by opting in to one of our email lists.

We will give you the chance to refuse (or unsubscribe from) any marketing email from us in the future.

We will never collect sensitive information about you without your explicit consent.

The information we hold will be accurate and up to date. You can check the information that we hold about you by emailing us. If you find any inaccuracies we will delete or correct it promptly.

Any personal information we hold will be held securely in accordance with the law.


The information contained in this website is designed to provide accurate information regarding the subject matter covered. However, before completing any significant transactions based on the information contained herein, please contact us for advice on how the information applies in your specific situation.

The information contained in this website was not intended or written to be used and cannot be used for the purpose of (1) avoiding tax-related penalties prescribed by the Internal Revenue Code or (2) promoting or marketing any tax-related matter addressed herein.
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under federal, state or local tax law or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Cathleen Petersen is an Enrolled Agent, a Registered Principal, Securities America, Inc., a Registered Broker-Dealer and Investment Advisor and a member of FINRA/SIPC.

Check the background of this firm on FINRA's BrokerCheck.