Katherine Dean is a registered investment advisor at Morgan Stanley, based in Mentor, OH, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
Mentor, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is the sole proprietor and owner of Katie Beth Designs, LLC, working as a seamstress since March 2021. She dedicates about 10-20% of her time to this business after hours, focusing on sales, marketing, labor, customer service, and business development.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Valmark Securities, INC.Broker
State Registrations1 state
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