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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathrine? Claim Your ProfileCathrine Essary is a financial advisor with Fidelity Personal and Workplace Advisors. Cathrine has been in the financial services industry for 10 years. Cathrine has a wide range of licenses and registrations, including the Series 63 and 66 exams, as well as the SIE, Series 7, Series 9, and Series 10 exams. Cathrine is registered to provide investment advice in 53 states and the District of Columbia. Cathrine Essary is an experienced financial advisor who can help you with your financial planning needs.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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