Invested Better
Unclaimed

Unclaimed

Unclaimed

Brenda Patricia Catugno

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brenda? Claim Your Profile

About Brenda Patricia Catugno

Brenda Catugno is a financial advisor currently affiliated with Osaic Wealth, Inc. Brenda has been in the financial industry since 1997. Brenda has held prior advisory roles at various firms including Securities America, Inc. and Investcorp, Inc.

Firm Information

Brenda Catugno is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brenda Catugno’s Registration & Firm History

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)

Not sure if Brenda Patricia Catugno is right for you?

Licenses & Designations

BC

Issued 10/04/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brenda Patricia Catugno.
Not sure if Brenda Patricia Catugno is right for you?