Cornel Catrina (CRD# 2759629) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brea, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 5 |
| Fidelity Brokerage Services LLC | Brea, CA | Aug 2017 - Current | 6 |
| Bank Of America, N.a. | Irvine, CA | Sep 2016 - Jun 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine, CA | Apr 2016 - Jun 2017 | 1 |
| Pruco Securities, LLC | Irvine, CA | Feb 2016 - Apr 2016 | < 1 |
| Margherita Kids | Irvine, CA | Feb 2015 - Feb 2016 | 1 |
| Dolinka Group | Irvine, CA | Mar 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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