Cathleen Beatrice, financial advisor Hermitage PA
90 score

Cathleen Beatrice

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Cathleen L. Beatrice
Phone Number: 203-599-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    850
    MILLIONS
  • Total Number of Accounts
    4,472
    ACCOUNTS
  • Average Account Value
    $190,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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