Cathleen
Beatrice
Infinex Investments, Inc
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About this Advisor
Cathleen Beatrice is a financial advisor working in Hermitage, Pennsylvania, with 6 years of relevant experience. Beatrice is an employee of Infinex Investments, Inc. Throughout their career, Beatrice has worked at Huntington Bank, The Huntington Investment Company, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Ristvey Investment Group, Cathleen Beatrice, Infinex Investments, Inc and Mercer County State Bank. Beatrice maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Infinex Investments, Inc is a financial advisory company that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 people on staff. It has $3 billion in assets between its 8,831 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 78 charitable organizations. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which services are provided. However, fees billed by Infinex Investments, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Cathleen Beatrice Work History
Cathleen has been registered as a financial advisor for 6 years.*
Infinex Investments, Inc
Mercer County State Bank
Cathleen Beatrice
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Ristvey Investment Group
The Huntington Investment Company
Huntington Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cathleen Beatrice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinex Investments, Inc
Kill Devil Hills, NC
Meriden, CT
Grand Ledge, MI
Fletcher, NC
Pittsburgh, PA
Springfield, IL
Ellsworth, ME
Naugatuck, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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