Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Mary Kahabka is a financial advisor registered with LPL Financial LLC. Caitlin has been in the financial services industry since January 31, 2013 and is licensed to offer investment advice and services in 52 states and the District of Columbia. Caitlin has held a variety of roles in the financial services industry, including a position with M&T Securities, Inc. Caitlin is committed to providing her clients with personalized financial advice and guidance. Caitlin specializes in investment advisory services, financial planning, retirement planning, and college savings planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
02/01/2013 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
BOTH
Issued 08/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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