Jean Catanese (CRD# 4258159) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 23 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Niagara Falls, NY | Aug 2001 - Current | 22 |
| Security Mutual | Binghamton, NY | Aug 1997 - Current | 26 |
| Capital Management Group | Niagara, NY | May 1991 - Current | 32 |
| United States Life Ins. | Syracuse, NY | Aug 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
- NY
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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