Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Lodespoto is a financial professional with over a decade of experience in the industry. Catherine has a strong background in investment company products and variable contracts, having earned her Series 6 license in 2009. Catherine is registered to offer securities in New York and holds a Series 63 license. Catherine is currently affiliated with MML Investors Services, LLC and is located in Hauppauge, New York. Catherine specializes in a variety of financial services including asset allocation programs, financial planning, pension consulting and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
08/14/2017 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
07/22/2014 - 07/10/2017
NYLIFE SECURITIES LLC (MEDFORD NY)
NY
11/03/2009 - 01/16/2014
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BC
Issued 09/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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