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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lauren Fletcher-froese is a financial advisor at Morgan Stanley. She is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Katherine Fletcher-froese has been in the financial services industry for over 10 years. She holds a Series 66 license. Katherine Fletcher-froese specializes in providing financial planning and portfolio management services to high-net-worth individuals, insurance companies, investment companies, charitable organizations, and other business entities. She is committed to providing her clients with personalized financial advice and helping them 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
WI
07/10/2020 - Present
Morgan Stanley (Middleton WI)
BOTH
Issued 07/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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