Richard Catanese, Aif® Email and Phone Number
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Richard Catanese, Aif® personal email
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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.
Independence Square Advisors
View- Website:
- indsquare.com
- Employees:
- 36
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Wealth Advisor At Independence Square AdvisorsIndependence Square Advisors Apr 2011 - PresentKing Of Prussia, Pennsylvania -
Partner The Philadelphia GroupThe Philadelphia Group Apr 2011 - Jan 2020150 S. Warner Rd, Ste. 300, King Of Prussia, Pa 19406 -
PartnerC&C Redevelopment, Llc 2008 - 2018Greater Philadelphia AreaReal estate rehabilitation for sale and rent.
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Vice President, Investments - Financial AdvisorWells Fargo Advisors, Llc May 2009 - May 2011Plymouth Meeting, PennsylvaniaWealth Management -
Vice President, Investments - Financial AdvisorWachovia Securities, Llc Nov 2003 - May 2009Plymouth Meeting, PennsylvaniaWealth Management -
Financial ConsultantMerrill Lynch May 2000 - Nov 2003Blue Bell, PennsylvaniaWealth Management -
Vice PresidentIms 1992 - 1999Broomall, PennsylvaniaOperations Manager
Richard Catanese, Aif® Skills
Frequently Asked Questions about Richard Catanese, Aif®
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Richard Catanese, Aif® works for Independence Square Advisors
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