Catrice Wells, financial advisor Forest Park IL

Catrice Wells

CRD Number: 2239104
Current Firm: Joseph Wealth Management, LLC

Catrice Wells (CRD# 2239104) is an Investment Advisor Representative working at Joseph Wealth Management, LLC in Forest Park, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Joseph Eden Investments, LLC Forest Park, IL Aug 2020 - Current < 1
Joseph Wealth Management, LLC Forest Park, IL Jul 2020 - Current < 1
Joseph Wealth Management, LLC Forest Park, IL Jun 2020 - Current < 1
Jubilee Baptist Church Bolingbrook, IL Jan 2010 - Current 10
United Airlines Chicago, IL Feb 2006 - Jun 2020 14
Hd Vest Financial Services Joliet, IL Feb 2015 - May 2018 3
Meade Accounting And Wealth Management Joliet, ID Jan 2007 - Jun 2015 8
Johnson Wells Investments, Inc. Oak Forest, IL Nov 2001 - Dec 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Catrice A. Wells
Phone Number: 312-316-2001
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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