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
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