Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Grouzard-leiato is a financial advisor at Purshe Kaplan Sterling Investments. Catherine has been in the financial services industry since 2009. Catherine is registered with FINRA as a general securities representative. Catherine holds the Series 7 and SIE licenses. Catherine is also registered with the state of Florida. Prior to joining Purshe Kaplan Sterling Investments, Catherine was with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC.
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
FL
08/17/2023 - Present
Purshe Kaplan Sterling Investments (Ponte Vedra Beach FL)
FL
01/12/2018 - 08/15/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PONTE VEDRA BEACH FL)
FL
09/21/2009 - 01/12/2018
WELLS FARGO CLEARING SERVICES, LLC (PONTE VEDRA BEACH FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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