Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Calandra is a financial advisor with Morgan Stanley, a leading financial services firm. Catherine is a highly experienced professional with more than 12 years in the industry. Catherine has experience in portfolio management, financial planning, and asset allocation. Catherine is dedicated to providing personalized financial advice to individuals, families, and businesses. Catherine's goal is to help clients reach their financial goals. Catherine works with clients to develop customized financial plans and investment strategies that are tailored to their specific needs and objectives. Catherine's clients appreciate Catherine's commitment to building long-lasting relationships. Catherine is a registered representative with FINRA and holds the Series 7, Series 66, and SIE licenses. Catherine is also registered to provide investment advisory services in several states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/21/2023 - Present
Morgan Stanley (Ridgefield CT)
NY
08/03/2016 - 04/22/2023
J.P. MORGAN SECURITIES LLC (NEW ROCHELLE NY)
CT
03/10/2015 - 07/19/2016
HSBC SECURITIES (USA) INC. (STAMFORD CT)
CT
10/07/2011 - 02/23/2015
MORGAN STANLEY (RIDGEFIELD CT)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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