Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Irizarry is a financial advisor with Wells Fargo Advisors Financial Network, LLC. She has over 9 years of experience in the financial services industry. Catherine is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Catherine specializes in investment consulting services to institutional clients, financial planning, pension consulting and portfolio management. She is also registered to conduct business in New Jersey and New York.
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.
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.
Investment consulting services to institutional clients
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
NY
07/23/2021 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSTON NY)
OH
05/22/2017 - 03/19/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
NY
03/17/2015 - 05/12/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)
NY
11/21/2013 - 06/04/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GOSHEN NY)
BOTH
Issued 10/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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