Joseph Catanzarite (CRD# 4759525) is an Investment Advisor Representative working at Harbour Investments, Inc. in South Bend, IN and has over 20 years of experience in the finance industry. Joseph Catanzarite has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4568561
State Farm Investment Management Corp.
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Nov 2012 - Current | 11 |
| Lincoln Investment | South Bend, IN | Jun 2012 - Current | 11 |
| Capital Analysts Inc. | Radnor, PA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- IN
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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