Kevin Catineau (CRD# 2593607) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 28 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gwfs Equities, Inc. | Braintree, MA | Jan 2021 - Current | 3 |
Mml Distributors, LLC | Jamaica Plain, MA | Jan 2020 - Current | 4 |
Massmutual | Springfield, MA | Dec 2019 - Current | 4 |
Woodland Golf Club | Newton, MA | May 2018 - Current | 6 |
Citizens Securities Inc. | Boston, MA | Jun 2018 - Dec 2019 | 1 |
Unemployed | Boston, MA | Sep 2017 - Apr 2018 | < 1 |
United Retirement Plan Consultants | Dublin, OH | Jul 2016 - Aug 2017 | 1 |
Mml Distributors, LLC | Enfield, CT | Jan 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- MA
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Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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