Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Patricia Catugno is an investment advisor representative with Osaic Wealth, Inc. based in Fairfield, CT. Brenda has been in the securities industry for over 26 years and has a broad range of experience. She has held previous positions with several other firms including Securities America, Inc., Investcorp, Inc., Chase Investment Services Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Brenda is licensed in multiple states and holds the Series 7, Series 63, Series 65, and SIE licenses. Brenda's firm, Osaic Wealth, Inc., is a Registered Investment Advisor that provides a variety of financial planning and advisory services to individuals, families, and businesses.
FAIRFIELD, CT
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (FAIRFIELD CT)
CT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FAIRFIELD CT)
CT
08/03/2012 - 07/17/2020
INVESTACORP, INC. (FAIRFIELD CT)
CT
09/24/2010 - 08/07/2012
CHASE INVESTMENT SERVICES CORP. (WESTPORT CT)
CT
09/03/2003 - 09/24/2010
METLIFE SECURITIES INC. (SHELTON CT)
CT
09/03/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MO
07/01/2003 - 09/04/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/02/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/23/1997 - 10/27/1997
CORTLANDT CAPITAL CORPORATION (NEW YORK CITY NY)
TX
03/10/1995 - 09/21/1995
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
NA
05/27/1994 - 03/16/1995
M. C. HARRISON & COMPANY
NJ
09/01/1993 - 10/26/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
04/08/1993 - 07/30/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 10/4/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/8/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenda Catugno is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
