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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Davies Campbell is a financial advisor at Morgan Stanley. Caitlin is a licensed broker and investment advisor representative, holding Series 7, 7TO, 63, and 66 licenses. Caitlin has been active in the financial industry since 2005 and has experience with clients of all types, including high net worth individuals, corporations, and institutions. Caitlin is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/23/2021 - Present
Morgan Stanley (Skaneateles NY)
GA
05/13/2009 - 05/23/2012
SANDLER, O'NEILL & PARTNERS, L.P. (ATLANTA GA)
MA
01/07/2006 - 02/08/2008
SUNTRUST ROBINSON HUMPHREY, INC. (BOSTON MA)
BOTH
Issued 12/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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