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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Kuznicki is a financial advisor with Fidelity Personal And Workplace Advisors in CONROE, TX. Catherine has been in the industry since 1993 and is registered in Texas. She offers financial planning, portfolio management, and educational seminars. Catherine has worked at Fidelity Personal And Workplace Advisors since 2022, and before that, she worked for Wells Fargo Clearing Services, LLC. Catherine has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
TX
03/24/2023 - Present
Fidelity Personal AND Workplace Advisors (CONROE TX)
TX
12/15/2021 - 10/12/2022
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
11/02/1993 - 10/07/1998
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 01/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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