Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gracey? Claim Your ProfileGracey Morales Catalano is a registered representative with Charles Schwab & CO., Inc. in Walnut Creek, California. Gracey has been in the industry since December 2021. Gracey holds a Series 66 license and has been licensed to offer investment advisory services since March 2023. Prior to working with Charles Schwab & CO., Inc., Gracey worked at WELLS FARGO CLEARING SERVICES, LLC in EL CERRITO, CA. Gracey is a specialist in financial planning services and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/30/2023 - Present
Charles Schwab & CO., Inc. (Walnut Creek CA)
CA
11/20/2021 - 02/28/2023
WELLS FARGO CLEARING SERVICES, LLC (EL CERRITO CA)
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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