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Kathleen Marie Aubrey-Bergonzi is a financial advisor professional located in Meriden, CT. They specialize in financial advisory. With over 11 years of experience, they bring deep expertise to every client.
Kathleen Marie Aubrey-Bergonzi - Osaic Institutions, Inc. holds an active professional license (FINRA CRD) for your protection.
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Kathleen Marie Aubrey-Bergonzi is a financial advisor operating out of Meriden, Connecticut, with 11 years of experience in the industry. She is registered with FINRA (Financial Industry Regulatory Authority) under CRD #4409884, which governs her practice and ensures compliance with federal securities regulations. Her background reflects sustained involvement in financial advisory services.
A FINRA CRD registration indicates that Kathleen Marie Aubrey-Bergonzi is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means she operates under FINRA's rules and compliance framework, which govern securities transactions and client interactions. The CRD (Central Registration Depository) number is her unique identifier within this regulatory system, allowing clients to verify her registration status and disciplinary history through FINRA's public database.