Katherine Murray-MorseCRD Number: 4623467
Current Firm: Park Avenue Securities LLC
Katherine Murray-Morse (CRD# 4623467) is an Investment Advisor Representative working at Park Avenue Securities LLC in Glendale, CA and has over 5 years of experience in the finance industry. Katherine Murray-Morse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Ira Wealth Management
|Guardian Life Insurance Company||Glendale, CA||May 2014 - Current||2|
|Park Avenue Securities||Glendale, CA||May 2014 - Current||2|
|Guardian Life Insurance Company||Claremont, CA||Mar 2014 - May 2014||< 1|
|Park Avenue Securities||Claremont, CA||Mar 2014 - May 2014||< 1|
|Guardian Life Insurance Co||Pasadena, CA||Aug 2012 - Mar 2014||1|
|Park Avenue Securities||Pasadena, CA||Apr 2012 - Mar 2014||1|
|Guardian Life Insurance Company||Pasadena, CA||Jun 2011 - Aug 2012||1|
|Park Avenue Securities||Pasadena, CA||Jun 2011 - Apr 2012||< 1|
|Pacific Asia Museum||Pasadena, CA||Aug 2010 - Jul 2011||< 1|
|Wells Fargo Bank||Los Angeles, CA||Jun 2007 - May 2010||2|
|Wells Fargo Investments, LLC||Los Angeles, CA||Jun 2007 - Dec 2008||1|
|Uboc Investment Services, Inc.||Los Angeles, CA||Jan 2004 - Jun 2007||3|
|Union Bank Of California||Beverly Hills, CA||Mar 1986 - Jun 2007||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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