Cathaleen Ann Finn

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 07/2017
  The Huntington Investment Company
  Columbus, OH
• 11/2010 → 07/2017
  The Huntington National Bank
  New Castle, PA
• 07/2017 → Present
  Mercer County State Bank
  Hermitage, PA
• 04/2019 → Present
  Infinex Investments, Inc.
  Meriden, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-14
• S63 Uniform Securities Agent State Law Examination
  2013-11-06

Other Names

• Cathaleen Ann Myers