Corethia V. E. Oates

Financial Advisor, Portfolio Manager

Contact Me
Corethia V. E. Oates

MY MISSION STATEMENT

Provide multi-generational, tax-efficient, risk mitigation strategies; help you maintain your current lifestyle and address your long-term needs and goals.

My Story and Services

We Appreciate You

Thank you for allowing us to help you address all of your personal financial goals and needs.

Access to Private Banking >

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Sustainable Investing
  • Long Term Care Insurance
  • Retirement Planning
  • Institutional Services
  • Estate Planning Strategies

Securities Agent: CA, CT, DE, FL, GA, KY, MA, MD, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1255416
CA License#: OD07584


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Video

Location

Location

  • Mack Center Iv, S 61 Paramus Rd.
  • Paramus, NJ 07652


    Biography

    Corethia V. E. Oates is a certified Portfolio Manager, Financial Advisor with over 20 years experience in the investment and financial planning fields.  Her process is designed to provide financial planning based strategies, working with other centers of knowledge within the Morgan Stanley system, as well as working with clients CPAs, Attorneys, and other Trusted Advisors overseeing the investment selection process, risk management for discretionary portfolio design. 

    Corethia holds securities licenses of Series 7, 63, 65, Managed Futures and State Life & Health Insurance and Mortgage, Banking and Lending services. She graduated with honors from Union County College.

    Corethia community engagement includes:

    •Founder, Bergen County Black Business Network
    •Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
    •Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
    •First African American female Chair, Bergen County Workforce Investment Board
    •Women’s Institute of Bergen Community College, Founding Chair, Mentor Program
    •Women United in Philanthropy of Bergen County United Way member
    •Bergen County Girl Scouts, NJ as Woman of Distinction honoree
    •Vestry Board member, Youth Group Advisor and choir member, soup kitchen, a computer classroom after-school program and homeless program founding member.
    •Holds a Kingdom Advisor certification designation providing Biblically  based financial advice.
    •1980 placed in the Track and Field Olympic trials

    Corethia resides in Hackensack, NJ with her husband, Warren, who serves on various boards.

     



    Honors & Associations

    Honors
    •Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
    •Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
    •Bergen County Girl Scouts, Women of Distinction

    Associations
    •Bergen County Black Business Network (BCBBN)
    •Past Chair of Bergen County Workforce Investment Board
    •CIANJ Ambassador
    •Past Bergen Community College Women's Institute, Board Member
    •Past Project Literacy of Greater Bergen County, Inc., Board Member
    •Past Hackensack Regional Chamber of Commerce, Board Member
    •Women United in Philanthropy


    Ready to start a conversation? Contact Corethia V. E. Oates today.

    Dow    -496.87

    24100.51
    4:59PM

    Nasdaq    -159.67

    6910.66
    5:15PM

    S&P 500    -50.59

    2599.95
    4:59PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures