Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Valeri is a financial professional with over 8 years of experience in the industry. Catherine is currently registered with Global Atlantic Distributors, LLC. Catherine holds a Series 6 and Series 26 license. In the past, Catherine was also registered with EPOCH SECURITIES, INC..
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.
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.
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2
MA
05/27/2014 - Present
Global Atlantic Distributors, LLC (Boston MA)
MA
01/24/2014 - 01/19/2016
EPOCH SECURITIES, INC. (SOUTHBOROUGH MA)
BC
Issued 11/04/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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