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Catharine Anne Trebnick

Rosenblatt Securities Inc.

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About Catharine Anne Trebnick

Catharine Trebnick is a registered representative with Rosenblatt Securities Inc. Catharine has a history of experience in the financial services industry, working for several firms before joining Rosenblatt Securities Inc. in 2023. Catharine is licensed to sell securities in Minnesota and New York. Catharine has passed several industry exams, including the Series 7, Series 63, Series 86, and Series 87.

Firm Information

Catharine Trebnick is currently registered with Rosenblatt Securities Inc.. Rosenblatt Securities Inc. is a corporation formed on August 29, 1979, with an approved status. They are registered with the Securities and Exchange Commission and in 17 states, including California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. They have reported 6 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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.

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Catharine Trebnick’s Registration & Firm History

NY

03/06/2023 - Present

Rosenblatt Securities Inc. (NEW YORK NY)

CA

01/31/2023 - 03/07/2023

ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)

CT

06/02/2022 - 01/31/2023

MKM PARTNERS LLC (STAMFORD CT)

MN

12/10/2013 - 04/25/2022

COLLIERS SECURITIES LLC (MINNEAPOLIS MN)

MN

08/24/2011 - 12/09/2013

NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)

MA

10/02/2008 - 08/11/2011

AVIAN SECURITIES, LLC (BOSTON MA)

MA

10/09/2007 - 09/15/2008

AMERICA'S GROWTH CAPITAL, LLC (BOSTON MA)

MA

10/03/2006 - 10/09/2007

FTN MIDWEST SECURITIES CORP. (BOSTON MA)

MN

09/29/2005 - 07/03/2006

THINKEQUITY PARTNERS LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/12/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Catharine Anne Trebnick.
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