Catherine Kuznicki (CRD# 2396566) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Conroe, TX and has over 30 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Conroe, TX | Oct 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | The Woodlands, TX | Sep 2021 - Oct 2022 | 1 |
| Wells Fargo Bank, Na | The Woodlands, TX | Sep 2021 - Oct 2022 | 1 |
| Home Maker | Conroe, TX | May 2017 - Sep 2021 | 4 |
| The Little School Of Keytone | San Antonio, TX | Oct 2015 - May 2017 | 1 |
| Home Maker | Romeo, MI | Aug 2000 - Oct 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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