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 financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in WAYNE, PA. Catherine has been in the financial services industry since 2006 and has passed several industry exams including the Series 63, Series 65 and Series 7 exams. Catherine has previous experience working with GreenTree Brokerage Services, INC. and New England Securities. Catherine holds active registrations with FINRA and is registered to offer securities in 52 states and 2 IA jurisdictions.
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 5/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/5/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/2006
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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