Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Loretta Azeles is a registered Investment Advisor Representative with Conrad Siegel Investment Advisors, Inc. She is also a Certified Financial Planner™ professional. Catherine has been in the industry since 2006. She has a wealth of experience in providing financial planning and portfolio management for individuals, businesses, and retirement plans. Catherine also has experience working with insurance companies, charitable organizations, and state or municipal government entities. She offers a variety of financial planning and advisory services, including 401(k) participant consulting and educational services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401(k) participant consulting and educational services
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
PA
03/20/2018 - Present
Conrad Siegel Investment Advisors (HARRISBURG PA)
PA
01/02/2018 - 03/06/2018
BB&T SECURITIES, LLC (CAMP HILL PA)
PA
01/29/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CAMP HILL PA)
PA
01/03/2012 - 02/04/2016
PNC INVESTMENTS (CAMP HILL PA)
PA
01/02/2009 - 09/09/2011
MML INVESTORS SERVICES, LLC (CAMP HILL PA)
PA
06/16/2006 - 12/19/2008
PRUCO SECURITIES, LLC. (HERSHEY PA)
IA
Issued 09/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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