Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Alicia Desoye is a registered representative and investment advisor representative with MML Investors Services, LLC. Caitlin has been in the industry since August 2005 and has a Series 7, Series 63, and Series 65 license. Caitlin has been working with MML Investors Services, LLC since March 2017. Previously, Caitlin worked with MSI Financial Services, INC., New England Securities, MetLife Securities Inc., Tower Square Securities, Inc., and Walnut Street Securities, Inc. Caitlin provides financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting. Caitlin works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NH
12/03/2024 - Present
MML Investors Services, LLC (EXETER NH)
NH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EXETER NH)
NH
08/05/2005 - 01/02/2015
NEW ENGLAND SECURITIES (EXETER NH)
MA
10/06/2008 - 01/28/2011
METLIFE SECURITIES INC. (SPRINGFIELD MA)
CA
10/06/2008 - 01/28/2011
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
10/06/2008 - 01/28/2011
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 08/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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