Cathaleen Finn (CRD# 6254959) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Grove City, PA and has over 10 years of experience in the finance industry.
CRD# 6134311
Buckingham Strategic Wealth, LLC
CRD# 2910271
Avantax Advisory Services
CRD# 8256
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | Apr 2019 - Current | 5 |
Mercer County State Bank | Hermitage, PA | Jul 2017 - Current | 6 |
The Huntington Investment Company | Columbus, OH | Sep 2013 - Jul 2017 | 3 |
The Huntington National Bank | New Castle, PA | Nov 2010 - Jul 2017 | 6 |
Huntington Natioinal Bank | Hermitage, PA | Nov 2010 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2013 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- PA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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