Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Evelyn St. dizier is a financial advisor who has been in the industry since 2005. Catherine is currently registered with Valic Financial Advisors, Inc. and has been with the firm since 2013. Previously, Catherine has also been registered with Securities America, Inc., Wachovia Securities, LLC, ING Financial Advisers, LLC, Washington Square Securities, Inc., Wachovia Securities, Inc., and LPL Financial LLC. Catherine is licensed in several states, including Alabama, California, Florida, Georgia and North Carolina. Catherine's background includes experience in securities, insurance and financial planning.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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GA
05/16/2019 - Present
Valic Financial Advisors, Inc. (ATLANTA GA)
FL
08/13/2012 - 02/26/2013
SYMETRA INVESTMENT SERVICES, INC. (TALLAHASSEE FL)
FL
11/21/2008 - 08/20/2012
LPL FINANCIAL LLC (CLEARWATER FL)
FL
05/31/2006 - 05/29/2007
SECURITIES AMERICA, INC. (ST PETERSBURG FL)
MO
12/08/2003 - 06/14/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
10/02/2001 - 12/12/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NC
08/08/2000 - 05/15/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
CT
03/16/2000 - 07/25/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 01/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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