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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Anderson is a financial advisor with over 20 years of experience in the financial services industry. Catherine is currently registered with Osaic FA, Inc. and has previously worked for Nationwide Securities, LLC and 1717 Capital Management Company. Catherine is a licensed investment advisor in Pennsylvania and Texas. She is also a registered representative in 53 states and the District of Columbia. Catherine specializes in providing financial planning, portfolio management, and retirement plan consulting services to individuals, families, and businesses.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
10/26/2023 - Present
Osaic FA, Inc. (RADNOR PA)
OH
08/09/2006 - 04/09/2019
NATIONWIDE SECURITIES, LLC (Grandview Heights OH)
DE
11/19/2001 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 03/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/31/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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