Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathleen? Claim Your ProfileCathleen Bielawski is a registered investment advisor representative with Osaic Wealth, Inc. Cathleen has been in the financial industry since 1999. Cathleen has a Series 63 license, a Series 66 license, a Series 7 license, a Series 24 license and a Series 51 license. Cathleen is licensed to provide investment advice in New Jersey and New York. In addition to her role at Osaic Wealth, Cathleen is also a board member for the Park Place at Malta Homeowners Association.
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.
1
2
AZ
10/06/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MA
04/08/1999 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cathleen Bielawski is the right advisor for you? Invested Better is here to help.
