Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Gohr is a registered investment advisor representative with Alaska Wealth Advisors. Caitlin has been in the industry for over 2 years and is currently licensed in Alaska. Previously, Caitlin worked for LPL Financial LLC. Caitlin specializes in providing financial planning, portfolio management, and other advisory services. Caitlin holds Series 66, Series 7TO and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for profit sharing plans
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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AK
05/23/2024 - Present
Alaska Wealth Advisors (ANCHORAGE AK)
AK
10/25/2023 - 05/01/2024
LPL FINANCIAL LLC (Anchorage AK)
BOTH
Issued 02/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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