Catherine Dittmer
CRD Number: 6958701Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Catherine Dittmer (CRD# 6958701) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davenport, IA and has over 5 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Davenport, IA | Jul 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davenport, IA | May 2018 - Current | 6 |
| Iowa 80 Group/ Cat Scale Company | Walcott, IA | Jan 2018 - May 2018 | < 1 |
| Crow Valley Golf Club | Davenport, IA | Mar 2016 - Mar 2018 | 2 |
| Scott Community College | Bettendorf, IA | Aug 2015 - Dec 2016 | 1 |
| Oakwood Country Club | Coal Valley, IL | Jun 2013 - Aug 2015 | 2 |
| Unitypoint Hospital | Rock Island, IL | Nov 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- IA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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