Best Investors Account Sign in
Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Flower Mound, TX • 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
The Van Hoecke Residence Woodbury MN 04/2015 04/2017
Fidelity Brokerage Services Llc Oakdale MN 04/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 04/2017
    The Van Hoecke Residence
    Woodbury, MN
  • 04/2017 → Present
    Fidelity Brokerage Services Llc
    Oakdale, MN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Flower Mound, TX
  • 2018-01-07 → 2018-07-13
    Woodbury, MN
  • 2013-10-25 → 2015-04-23
    Bloomington, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-19
  • S66 Uniform Combined State Law Examination
    2017-06-19
Other Names
  • Catherine Soliman De Guzman
  • Catherine Hoecke
  • Catherine Vanhoecke
  • Catherine Deguzman Van Hoecke
  • Catherine De Guzman Van Hoecke

View on SEC IAPD

More in Flower Mound, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor