Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Minneci is a financial advisor at Janney Montgomery Scott LLC, working in the Columbus, OH branch office. She has been in the industry for over a year, previously working at NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Caitlin is registered with the state of Ohio and holds Series 7, 63, and 66 securities licenses as well as the SIE designation. Her specialties include retirement planning, insurance, and investment management.
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.
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.
Fee plus commission
1
2
OH
01/31/2025 - Present
Janney Montgomery Scott LLC (Columbus OH)
OH
02/26/2024 - 08/19/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Upper Arlington OH)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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