Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Catanese is an investment advisor representative at Wealth Advisors Network, Inc. Samuel has been a registered investment advisor in the state of Pennsylvania since 2020. Samuel is a Series 65 license holder. Samuel has experience in the investment industry since 1976. Samuel also holds a number of board member positions, including Treasurer for the Murtha Foundation and the Camp Catanese Foundation. Samuel is also a Trustee for several trusts and is a partner in a real estate venture with a CPA firm.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from third party money manager
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PA
06/18/2020 - Present
Wealth Advisors Network, Inc. (Johnstown PA)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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