Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Trawinski is a financial professional with Oneamerica Securities, Inc. Catherine has been in the industry since 2015 and is currently registered in Pennsylvania and South Carolina. Catherine is a registered representative with Oneamerica Securities, Inc., and also provides investment advisory services. Catherine offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Catherine is also a licensed insurance agent and sells fixed life and fixed annuities through Saving Grace Financial Solutions, 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.
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.
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
IN
05/17/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
PA
02/13/2017 - 05/17/2021
HORNOR, TOWNSEND & KENT, LLC (ALLENTOWN PA)
PA
02/09/2015 - 01/19/2016
SAGEPOINT FINANCIAL, INC. (BETHLEHEM PA)
IA
Issued 08/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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