Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Panaro is a registered representative with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Katelyn has been in the industry since 2020 and holds various securities licenses including Series 66, Series 7, Series 9, Series 10, and SIE. Katelyn is registered to provide investment advice in 53 states and the District of Columbia, including Pennsylvania and Texas. Katelyn is a specialist in various areas and works with a diverse range of clients including high net worth individuals, corporations, charitable organizations, and retirement plans.
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
PA
09/17/2020 - Present
Morgan Stanley (Lancaster PA)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Katelyn Panaro is the right advisor for you? Invested Better is here to help.
