Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Belanger is a financial advisor with over 20 years of experience in the industry. Catherine is registered with the state of Virginia, and is currently employed by Colonial River Wealth Management LLC. Previously Catherine has worked at VOYA FINANCIAL ADVISORS, INC., HD VEST INVESTMENT SERVICES, and LPL FINANCIAL CORPORATION. Catherine holds the Series 7, Series 66, and SIE licenses. Catherine Belanger specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
01/06/2021 - Present
Colonial River Wealth Management LLC (MIDLOTHIAN VA)
NY
10/20/2014 - 12/14/2018
VOYA FINANCIAL ADVISORS, INC. (AMSTERDAM NY)
NY
06/21/2010 - 10/24/2014
HD VEST INVESTMENT SERVICES (AMSTERDAM NY)
NY
11/01/2001 - 07/02/2010
LPL FINANCIAL CORPORATION (AMSTERDAM NY)
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State 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 10/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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