Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Koresh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Catherine has been in the securities industry since 2006. Catherine holds licenses to provide investment advice in Pennsylvania and Texas. Catherine is also registered as a Broker Dealer in many states, including Pennsylvania. Catherine holds the Series 63, Series 65, Series 7 and SIE licenses. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Catherine was employed by Greentree Brokerage Services, Inc. and New England Securities. Catherine has experience working with individuals, high-net-worth individuals, corporations, investment companies, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
05/18/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
PA
10/08/2007 - 02/12/2008
GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
PA
08/17/2006 - 09/07/2007
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
IA
Issued 05/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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