Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Edwards is a financial advisor with over 30 years of experience in the industry. Catherine has been registered with Morgan Stanley since June 2009. Prior to that, Catherine was with CITIGROUP GLOBAL MARKETS INC. and PRUDENTIAL-BACHE SECURITIES INC. Catherine's areas of expertise include portfolio management, financial planning, and asset allocation advice. Catherine is licensed to provide financial advice in multiple states including California, Texas, and 40 other states. Catherine is dedicated to helping individuals and families 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
CA
03/11/2020 - Present
Morgan Stanley (San Diego CA)
CA
04/13/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
07/21/1987 - 03/30/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
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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