Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Sullivan venturelli is an experienced financial professional with a career spanning over two decades. Catherine is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative, and is located in the Boston office. Previously, Catherine was a Registered Representative with Robinhood Financial, LLC and Fidelity Investments Institutional Services Company, Inc. Catherine has a broad range of experience in the financial services industry and holds the Series 6, 7TO, 99TO, and SIE licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/11/2024 - Present
LPL Financial LLC (BOSTON MA)
FL
04/14/2022 - 04/18/2024
ROBINHOOD FINANCIAL, LLC (LAKE MARY FL)
RI
10/08/1997 - 10/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 07/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2024
Series 99TO - Operations Professional Examination
BC
Issued 04/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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