Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Rossi Reynolds is a financial advisor with over 20 years of experience in the industry. Catherine has a strong background in providing financial advice to individuals, families, and businesses. Catherine is currently a Registered Representative with Park Avenue Securities LLC. Catherine is also licensed to provide investment advice in New York.
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.
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
NY
04/01/2019 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
05/15/2013 - 03/18/2019
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/22/2011 - 06/06/2013
COMMONWEALTH FINANCIAL NETWORK (EAST SYRACUSE NY)
NY
06/14/2010 - 07/27/2010
LPL FINANCIAL CORPORATION (NEW HARTFORD NY)
NY
04/28/2009 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (NEW HARTFORD NY)
NY
10/31/1997 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (UTICA NY)
IA
Issued 11/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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