Cathleen BeatriceCRD Number: 5473869
Current Firm: Infinex Investments, Inc.
Cathleen Beatrice (CRD# 5473869) is an Investment Advisor Representative working at Infinex Investments, Inc. in Hermitage, PA and has over 4 years of experience in the finance industry.
Arnett Carbis Toothman Wealth Advisors LLC
Ameriprise Financial Services, Inc.
Willingdon Wealth Management LLC
|Mercer County State Bank||Sandy Lake, PA||Jan 2017 - Current||1|
|Infinex Investments, Inc.||Meriden, CT||Jan 2017 - Current||1|
|Cathleen Beatrice||Hermitage, PA||Sep 2016 - Current||1|
|Raymond James Financial Services Advisors Inc.||Hermitage, PA||May 2015 - Jan 2017||1|
|Raymond James Financial Services, 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|
|Huntington Bank||Hermitage, PA||Oct 2002 - Jul 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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