Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine D'amico is a financial advisor with over 30 years of experience. She is currently registered with Stifel, Nicolaus & Company, Inc. Catherine has a strong track record of success in the financial services industry. She specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients. Catherine is dedicated to helping her clients achieve their financial goals and build a secure future.
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.
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.
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2
NJ
08/21/2007 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
09/23/1991 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NJ
09/20/1990 - 09/03/1991
YAMNER & CO., INC. (WALDWICK NJ)
NY
04/10/1989 - 08/20/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/12/1988 - 03/30/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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