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Victoria Catanese

Strategic Advisers LLC

Brea, CA

Costa Mesa, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Costa Mesa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Miami Beach FL 07/2019 05/2022
J.P. Morgan Securities, Llc. Miami Beach FL 07/2019 05/2022
Allstate Davie FL 02/2018 07/2019
Goal Insurance Miami FL 10/2015 02/2018
Vc Be Your Own Beautlful Llc Anaheim CA 02/2021 Present
Fidelity Investments Brea CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 05/2022
    Jpmorgan Chase Bank, N.A.
    Miami Beach, FL
  • 07/2019 → 05/2022
    J.P. Morgan Securities, Llc.
    Miami Beach, FL
  • 02/2018 → 07/2019
    Allstate
    Davie, FL
  • 10/2015 → 02/2018
    Goal Insurance
    Miami, FL
  • 02/2021 → Present
    Vc Be Your Own Beautlful Llc
    Anaheim, CA
  • 05/2022 → Present
    Fidelity Investments
    Brea, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
    Costa Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-20
S63 Uniform Securities Agent State Law Examination 2020-10-14
  • S66 Uniform Combined State Law Examination
    2024-06-20
  • S63 Uniform Securities Agent State Law Examination
    2020-10-14

View on SEC IAPD

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HUAN-BIN ERIC LEE
ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

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LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
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