Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Grassi is a financial advisor with Equitable Distributors, LLC. Caitlin is registered to offer securities in 10 states including Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Puerto Rico, Virginia, West Virginia, and Wisconsin. Caitlin has been in the securities industry since July 14, 2021.
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.
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NC
07/15/2021 - Present
Equitable Distributors, LLC (Charlotte NC)
BC
Issued 08/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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