Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Bronko is a financial professional with over 10 years of experience in the industry. Caitlin is currently registered with MML Investors Services, LLC, and is licensed to provide investment advice in all 50 states. Caitlin has a strong background in the financial services industry, having previously worked at MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Caitlin specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
07/05/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
02/03/2014 - 01/02/2015
NEW ENGLAND SECURITIES (SHELTON CT)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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