Cathleen
Beatrice
Osaic Institutions, Inc
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About this Advisor
Cathleen Beatrice is a financial advisor based in Hermitage, Pennsylvania, working with Osaic Institutions, Inc. Cathleen has previously held positions at 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. Cathleen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Cathleen is part of Osaic Institutions, Inc, which operates out of Hermitage, Pennsylvania. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Cathleen Beatrice Work History
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
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.
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