Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cornel? Claim Your ProfileCornel Catrina is a financial advisor with Fidelity Personal And Workplace Advisors based in Brea, California. Cornel has been a registered representative for over 20 years and holds a variety of licenses including Series 7, 24, 28, 55, 63, and 65. Cornel has experience working with a variety of clients including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Cornel provides financial planning, educational seminars, selection of other advisors, and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
CA
06/15/2016 - 07/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
IL
04/03/2009 - 12/10/2009
ASSENT LLC (BOLINGBROOK IL)
CA
07/29/2005 - 01/18/2006
PERLINSKI & ASSOCIATES (SAN FRANCISCO CA)
NJ
09/07/2001 - 05/20/2002
HEARTLAND SECURITIES CORP. (EDISON NJ)
NJ
04/20/1998 - 10/13/1999
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
02/05/1997 - 04/21/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
BOTH
Issued 08/17/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Cornel Catrina is the right advisor for you? Invested Better is here to help.
