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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Paniagua is a financial advisor at Morgan Stanley. Kathryn is a registered representative with FINRA and is also registered in 29 states as an investment advisor. Kathryn has been in the financial services industry since 2008. Kathryn's experience includes working for Deutsche Bank Securities Inc. and Morgan Stanley & Co. Incorporated. Kathryn has experience in providing a wide range of financial services to clients, including portfolio management for individuals and businesses. Kathryn holds the Series 66, Series 7 and SIE securities licenses. Kathryn is also a sole proprietor / owner of rental property in Washington, DC.
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
DC
06/01/2009 - Present
Morgan Stanley (Washington DC)
DC
03/06/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
08/20/2008 - 03/17/2009
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
BOTH
Issued 09/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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