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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Cretella is a financial advisor with Morgan Stanley. Catherine has been in the financial services industry since 1997. Catherine's experience includes time with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Morgan Stanley DW Inc. Catherine holds Series 6, 7, 63, and 66 licenses and has been registered with FINRA since 2015. Catherine specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions. Catherine is committed to helping clients achieve their financial goals.
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
MD
04/02/2020 - Present
Morgan Stanley (Frederick MD)
MD
02/21/2006 - 09/05/2006
CITIGROUP GLOBAL MARKETS INC. (FREDERICK MD)
MD
04/25/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/28/1999 - 09/24/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
07/31/1997 - 03/23/1998
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 08/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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