Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Dahl is a financial advisor with over 4 years of experience in the financial services industry. Caitlin Dahl is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Previously, Caitlin Dahl was registered with RBC Capital Markets, LLC and The Huntington Investment Company. Caitlin Dahl is licensed to provide investment advice in 53 states and is also a registered Investment Advisor representative in Illinois and Texas. Caitlin Dahl specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, businesses, and charitable organizations.
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.
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.
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2
IL
01/24/2025 - Present
Rockefeller Financial LLC (OAK BROOK IL)
IL
07/18/2018 - 09/09/2021
RBC CAPITAL MARKETS, LLC (OAKBROOK TERRACE IL)
IL
06/29/2017 - 07/24/2018
THE HUNTINGTON INVESTMENT COMPANY (ORLAND PARK IL)
BOTH
Issued 01/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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