Richard Catanese, Aif®

Richard Catanese, Aif® Email and Phone Number

Wealth Advisor at Independence Square Advisors @ Independence Square Advisors
king of prussia, pennsylvania, united states
Richard Catanese, Aif®'s Location
Plymouth Meeting, Pennsylvania, United States, United States
Richard Catanese, Aif®'s Contact Details

Richard Catanese, Aif® work email

Richard Catanese, Aif® personal email

n/a

Richard Catanese, Aif® phone numbers

About Richard Catanese, Aif®

Independence Square Advisors provides comprehensive, independent Wealth Management Services, serving the needs of business owners, wealthy families, and affluent professionals.Securities offered through LPL Financial, member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to Contact Info section above. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square is a separate entity from LPL Financial.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AK, CA, FL, GA, NC, NJ, NY, and PA. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.

Richard Catanese, Aif®'s Current Company Details
Independence Square Advisors

Independence Square Advisors

View
Wealth Advisor at Independence Square Advisors
king of prussia, pennsylvania, united states
Website:
indsquare.com
Employees:
36
Richard Catanese, Aif® Work Experience Details
  • Independence Square Advisors
    Wealth Advisor At Independence Square Advisors
    Independence Square Advisors Apr 2011 - Present
    King Of Prussia, Pennsylvania
  • The Philadelphia Group
    Partner The Philadelphia Group
    The Philadelphia Group Apr 2011 - Jan 2020
    150 S. Warner Rd, Ste. 300, King Of Prussia, Pa 19406
  • C&C Redevelopment, Llc
    Partner
    C&C Redevelopment, Llc 2008 - 2018
    Greater Philadelphia Area
    Real estate rehabilitation for sale and rent.
  • Wells Fargo Advisors, Llc
    Vice President, Investments - Financial Advisor
    Wells Fargo Advisors, Llc May 2009 - May 2011
    Plymouth Meeting, Pennsylvania
    Wealth Management
  • Wachovia Securities, Llc
    Vice President, Investments - Financial Advisor
    Wachovia Securities, Llc Nov 2003 - May 2009
    Plymouth Meeting, Pennsylvania
    Wealth Management
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch May 2000 - Nov 2003
    Blue Bell, Pennsylvania
    Wealth Management
  • Ims
    Vice President
    Ims 1992 - 1999
    Broomall, Pennsylvania
    Operations Manager

Richard Catanese, Aif® Skills

Strategic Financial Planning Portfolio Management Retirement Plan Consulting Securities Finra Wealth Management Services Retirement Investment Advisory Investment Strategies Investment Management Alternative Investments Asset Managment Etfs Insurance Finance Asset Management Financial Planning Wealth Management Financial Advisory Retirement Planning Series 7 Mutual Funds Asset Allocation Financial Services Management Estate Planning Series 63 401k Fixed Annuities 401 Retirement Savings Plans

Frequently Asked Questions about Richard Catanese, Aif®

What company does Richard Catanese, Aif® work for?

Richard Catanese, Aif® works for Independence Square Advisors

What is Richard Catanese, Aif®'s role at the current company?

Richard Catanese, Aif®'s current role is Wealth Advisor at Independence Square Advisors.

What is Richard Catanese, Aif®'s email address?

Richard Catanese, Aif®'s email address is rc****@****oup.com

What is Richard Catanese, Aif®'s direct phone number?

Richard Catanese, Aif®'s direct phone number is +161038*****

What are some of Richard Catanese, Aif®'s interests?

Richard Catanese, Aif® has interest in Children.

What skills is Richard Catanese, Aif® known for?

Richard Catanese, Aif® has skills like Strategic Financial Planning, Portfolio Management, Retirement Plan Consulting, Securities, Finra, Wealth Management Services, Retirement, Investment Advisory, Investment Strategies, Investment Management, Alternative Investments, Asset Managment.

Who are Richard Catanese, Aif®'s colleagues?

Richard Catanese, Aif®'s colleagues are Lori Rosenberg, Brian D. Platt, Cfp®, Michael Studner, Latoya Herndon, Mark Comyns, Shane P. Smith Cfp®, Chfc ®, Lutcf, Tim D'orazio.

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