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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Pereira is an investment advisor representative with Manning & Napier Advisors, LLC and has been in the industry since 2013. Cathy Pereira is registered in multiple states, including New York, Florida, and Texas and has both Series 63 and Series 7TO licenses. Cathy Pereira is a Certified Financial Planner and specializes in a variety of financial services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Cathy Pereira has experience working in the financial industry, including roles at Generation Capital Management and Manning & Napier Investor Services, 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
03/18/2024 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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