Unclaimed
Catherine Morris is a registered representative associated with PJT Partners LP. Catherine has been in the securities industry since April 11, 2016 and holds two industry licenses, the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79). Catherine was previously registered with Goldman Sachs & Co. LLC.
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.
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.
1
2
NY
10/09/2023 - Present
PJT Partners LP (NEW YORK NY)
NY
05/17/2014 - 11/11/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Morris is the right advisor for you? Invested Better is here to help.