Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Meyer is a broker with BDT & MSD Partners, LLC. Caitlin Meyer has been in the industry for over five years and is registered in 51 states. Previously Caitlin Meyer was a broker with Blackstone Securities Partners L.P. and Rothschild Inc. Caitlin holds Series 63, 7, 79, 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.
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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NY
03/12/2023 - Present
BDT & MSD Partners, LLC (New York NY)
NY
02/21/2018 - 03/31/2021
BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)
NY
08/16/2016 - 10/23/2017
ROTHSCHILD INC. (NEW YORK NY)
BC
Issued 05/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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