Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Alyssa Luttrell is a financial advisor at Raymond James Financial Services Advisors, Inc. Caitlin has been in the industry since January 27, 2016. Caitlin is registered with FINRA and has Series 7 and Series 66 securities licenses. Caitlin is registered with the state of California and other states to provide investment advisory services. Caitlin specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Caitlin also provides hourly & fixed rate consultations. Caitlin is currently working at the firm's Los Gatos office.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (LOS GATOS CA)
BOTH
Issued 04/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Caitlin Luttrell is the right advisor for you? Invested Better is here to help.
