Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Gouck is an investment advisor representative at Fidelity Personal And Workplace Advisors. Caitlin has been in the industry since May 2016. Caitlin is registered with the state of Pennsylvania and has passed the Series 7, Series 63, Series 9, Series 10, and Series 66 exams. Caitlin specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Caitlin also provides educational seminars to clients.
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.
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.
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.
1
2
PA
09/27/2022 - Present
Fidelity Personal AND Workplace Advisors (MORGANTOWN PA)
PA
05/23/2016 - 03/31/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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