ADVISOR BIO

Catherine Marcia Johnson is a financial advisor with over 30 years of experience in the industry. Catherine is currently registered with Morgan Stanley, where she has been employed since 2009. Previously, she worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Catherine holds several licenses, including the Series 7, Series 63, and SIE exams. Catherine is able to provide a wide range of financial services to her clients, including portfolio management, financial planning, asset allocation advice, and educational seminars. Catherine's specializations include investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. Catherine is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

ADVISOR BIO

Catherine Leigh Brown has been a financial advisor for over 30 years, serving clients in both California and Texas. Catherine Leigh Brown is currently a Registered Representative with Independent Financial Group, LLC, a firm headquartered in San Diego. Previous roles include positions with Woodbury Financial Services, Inc. and National Planning Corporation. Catherine Leigh Brown is also a Registered Investment Advisor, licensed in California and Texas. Catherine Leigh Brown's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Catherine Kramer is a financial advisor with J.P. Morgan Securities LLC. Catherine has been in the industry since 1998. Catherine is registered with FINRA and is licensed in 53 states. Catherine has a wide range of experience, including working with clients from all walks of life, including corporations and individuals. Catherine is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Catherine Zhang is a financial advisor with J.p. Morgan Securities LLC. Catherine holds Series 63, Series 6TO and SIE licenses. Catherine has been in the financial services industry since April 28, 2024 and is registered with the state of California. Catherine specializes in providing financial advice to individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Catherine Elizabeth Cole is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Catherine has been in the financial services industry since 1989 and holds Series 7, 7TO, 52 and SIE licenses, along with a Series 63 license for the state of California. Catherine has been active in the industry for over 30 years, and has experience working with a variety of clients, including high-net-worth individuals, corporations and institutions.

SPECIALIZATIONS

ADVISOR BIO

Catherine Julia Cocheteux is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Catherine has been in the industry since 2017. Catherine has a Series 66 license and Series 7, 9, 10 licenses. Catherine has been registered with the state of California since 2017 and holds an active license with Texas.

SPECIALIZATIONS

ADVISOR BIO

Catherine Jeanette Rachford is a financial advisor at Morgan Stanley. Catherine has been in the financial services industry since August 7, 2000. She is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Catherine holds a Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Examination, Series 66 Uniform Combined State Law Examination, and SIE Securities Industry Essentials Examination. Catherine has a current registration with Morgan Stanley as a registered representative in California and Texas. Catherine has previous registrations with UBS Financial Services Inc., and Banc of America Securities LLC.

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ADVISOR BIO

Catherine Villanueva is an investment advisor representative with Wells Fargo Clearing Services, LLC. Catherine has been in the financial industry since February 23, 1996. Catherine has licenses in Arkansas, California, Massachusetts, and Utah. Catherine has experience with various investment products and services including financial planning, pension consulting, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Catherine's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA.

SPECIALIZATIONS

ADVISOR BIO

Catherine Anderson is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Newport Beach, California. Catherine has over 30 years of experience in the financial services industry. Catherine is a Series 7 and Series 63 registered representative. Catherine is also a Series 65 registered investment advisor. Prior to joining Wells Fargo Advisors, Catherine worked as a financial advisor with UBS Financial Services Inc. in Newport Beach, California. Catherine provides financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Catherine Maureen O'Brien is a financial advisor with over 25 years of experience in the industry. Catherine is currently registered with D.a. Davidson & Co. in Claremont, California. Catherine has previously held positions with Crowell Weedon & Co., Crowell, Weedon & Co., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and University Securities Corporation. Catherine holds Series 3, 7, 9, 10, 63, and 65 licenses. Catherine provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS