linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Catherine Wonson

Fidelity Distributors Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Catherine? Claim Your Profile

About Catherine Wonson

Catherine Wonson is a financial advisor with over 29 years of experience in the industry. Catherine currently works with Fidelity Distributors Co. LLC, National Financial Services LLC, and Fidelity Brokerage Services LLC. Catherine is licensed to provide financial advice in Massachusetts.

Firm Information

Catherine Wonson is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Catherine Wonson’s Registration & Firm History

MA

03/22/2023 - Present

Fidelity Distributors Co. LLC (BOSTON MA)

TX

10/04/1993 - 09/14/2011

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Catherine Wonson is right for you?

Licenses & Designations

BC

Issued 09/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/25/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Catherine Wonson.
Not sure if Catherine Wonson is right for you?