Unclaimed
Caterina Bedi is a financial advisor in Windsor, CT. Caterina has been in the financial industry since May 4, 1996. Caterina is currently registered with Voya Financial Partners, LLC, and previously worked for ALLIANCEBERNSTEIN INVESTMENTS, INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, PRUCO SECURITIES CORPORATION and PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC. Caterina holds the Series 6, Series 26, and Series 63 securities licenses. Caterina is licensed to sell investment products in Connecticut.
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.
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.
1
2
CT
06/03/2011 - Present
Voya Financial Partners, LLC (WINDSOR CT)
NJ
07/06/2005 - 04/23/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SECAUCUS NJ)
NJ
01/01/1997 - 01/28/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
03/07/1996 - 01/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
05/31/1991 - 10/16/1995
PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Caterina Bedi is the right advisor for you? Invested Better is here to help.