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Maria Katrina R. Gamez

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CRD#: 4069772
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Maria Katrina R Gamez, who also goes by Katrina Gamez, Maria Katrina Gamez, Maria Katrina Gamez, was a registered financial professional .

Maria Katrina is a previously registered financial professional and started their career in finance in 2000. Maria Katrina had worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Katrina Gamez | Maria Katrina Gamez | Maria Katrina Gamez

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 12, 2010 - July 12, 2011

MORGAN STANLEY INVESTMENT ADVISORS INC.

RIA
CRD#: 104525
WEST CONSHOHOCKEN, PA
Past

May 12, 2010 - May 9, 2017

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
MIAMI, FL
Past

July 29, 2008 - June 25, 2009

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

December 20, 2005 - June 16, 2008

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NEW YORK, NY
Past

March 22, 2002 - March 15, 2006

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

January 6, 2000 - November 16, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/23/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 2/27/2006
Futures Managed Funds Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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