Drew Catanese (CRD# 6253770) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 10 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jan 2022 - Current | 2 |
| Cetera Investment Advisers LLC | Tampa, FL | Jan 2022 - Current | 2 |
| Mml Investors Services, LLC | Tampa, FL | Mar 2017 - Jan 2022 | 4 |
| Massmutual Life Insurance Co | Tampa, FL | Jul 2016 - Jan 2022 | 5 |
| Msi Financial Services Inc. | Tampa, FL | Jan 2017 - Mar 2017 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Austin, TX | May 2014 - Jan 2017 | 2 |
| Waddell & Reed, Inc. | Austin, TX | Sep 2013 - Jan 2017 | 3 |
| Sons Of Italy Festival | Columbia, SC | Aug 2015 - May 2016 | < 1 |
| King's Grant Swim Team | Columbia, SC | May 2015 - May 2016 | 1 |
| Hammond School | Columbia, SC | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- FL
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.