Justin Cattaneo (CRD# 5622949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shelby Township, MI and has over 15 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Services LLC | St. Cloud, MN | Apr 2022 - Current | 2 |
Cetera Investment Advisers LLC | Shelby Township, MI | Apr 2022 - Current | 2 |
Independent Bank | Shelby Township, MI | Apr 2022 - Current | 2 |
The Huntington Investment Company | Columbus, OH | Oct 2021 - Current | 2 |
Tcf National Bank | Shelby Township, MI | Jun 2020 - Oct 2021 | 1 |
Cetera Investment Advisers LLC | Shelby Township, MI | Jun 2020 - Oct 2021 | 1 |
Cetera Investment Services LLC | Troy, MI | Jun 2020 - Oct 2021 | 1 |
Bank Of America, N.a. | Troy, MI | Jul 2018 - Jun 2020 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy, MI | Jun 2018 - Jun 2020 | 2 |
Pnc Investments | Richmond, MI | Nov 2014 - Jun 2018 | 3 |
The Huntington Investment Company | Columbus, OH | Jan 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- MI
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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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
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