Cathleen Beatrice (CRD# 5473869) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hermitage, PA and has over 10 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Jan 2017 - Current | 7 |
| Mercer County State Bank | Sandy Lake, PA | Jan 2017 - Current | 7 |
| Cathleen Beatrice | Hermitage, PA | Sep 2016 - Oct 2021 | 5 |
| Raymond James Financial Services, Inc. | Hermitage, PA | May 2015 - Jan 2017 | 1 |
| Raymond James Financial Services Advisors Inc. | Hermitage, PA | May 2015 - Jan 2017 | 1 |
| Ristvey Investment Group | Hermitage, PA | May 2015 - Jan 2017 | 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- 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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