Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henrique? Claim Your ProfileHenrique Cataldi is an investment advisor representative at Main Street Research LLC. Henrique has been in the financial services industry for over 8 years. Prior to joining Main Street Research LLC, Henrique was a registered representative at Charles Schwab & Co., Inc.. Henrique holds Series 7 and 63 licenses as well as a Series 65 license. Henrique specializes in providing financial planning and investment management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
04/08/2022 - Present
Main Street Research LLC (LAKEVILLE CT)
CA
04/08/2019 - 12/11/2020
CHARLES SCHWAB & CO., INC. (Corte Madera CA)
CA
08/13/2018 - 03/19/2019
EDWARD JONES (PETALUMA CA)
CA
05/25/2018 - 07/30/2018
EQIS SECURITIES, LLC (SAN RAFAEL CA)
BC
Issued 06/22/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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