Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Lavoie is a financial professional with over 8 years of experience in the financial services industry. Catherine is currently registered with Cambridge Investment Research, Inc. Catherine has also previously held positions with MetLife Securities Inc. and MetLife Investors Distribution Company. Catherine is a Series 6, 7, 24, and 63 licensed professional. Catherine has experience with a variety of financial products and services, and is committed to providing her clients with the highest level of service.
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.
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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2
PA
11/01/2016 - Present
Cambridge Investment Research, Inc. (Irwin PA)
PA
09/11/2014 - 05/17/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (JOHNSTOWN PA)
PA
09/05/2014 - 05/17/2016
METLIFE SECURITIES INC. (JOHNSTOWN PA)
BC
Issued 01/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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