Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Cataldo is an experienced financial advisor with over 20 years of experience in the industry. Denise has a strong background in accounting and finance, and holds a CPA license. She is registered as an Investment Advisor Representative (IAR) with Osaic Wealth, Inc., and has held previous roles with SAGEPOINT FINANCIAL, INC. and U.S. WEALTH ADVISORS, LLC. Denise is passionate about helping her clients achieve their financial goals and providing personalized advice.
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.
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MA
09/01/2023 - Present
Osaic Wealth, Inc. (MARLBORO MA)
MA
05/28/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MARLBORO MA)
MA
01/20/2006 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (BRAINTREE MA)
MA
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (MARLBORO MA)
AZ
11/28/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
10/11/1999 - 11/30/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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