Katherine Candreva, financial advisor Scottsdale AZ

Katherine Candreva

CRD Number: 6255158
Current Firm: Cetera Advisor Networks LLC

Katherine Candreva (CRD# 6255158) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Mar 2020 - Current 1
Netvest Financial LLC Scottsdale, AZ Apr 2019 - Current 2
Summit Financial Group Scottsdale, AZ Mar 2020 - May 2021 1
Lpl Financial Scottsdale, AZ Sep 2013 - Mar 2020 6
Netvest Financial, LLC Scottsdale, AZ Jun 2012 - Sep 2013 1
Arizona State University Phoenix, AZ Aug 2011 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Katherine A. Candreva
Phone Number: 310-326-3100
Firm Website: http://cetera.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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