Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Swift is a registered representative with J.p. Morgan Institutional Investments Inc. in Chicago, IL. Caitlin has been in the industry since August 2, 2015 and holds licenses Series 3, 7, 63 and SIE. Caitlin is registered in 53 states and the District of Columbia.
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.
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.
1
2
IL
08/03/2015 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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