Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlin? Claim Your ProfileCaitlin Yakubenko is a financial professional with over 7 years of experience in the industry. Caitlin is currently registered with National Financial Services LLC. Previously, Caitlin was employed by Columbia Management Investment Distributors, Inc., Natixis Distribution, L.P., and Fidelity Brokerage Services LLC. Caitlin holds Series 7, Series 63, Series 24, 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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RI
03/03/2022 - Present
National Financial Services LLC (SMITHFIELD RI)
MA
04/16/2018 - 01/19/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/01/2016 - 03/12/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
NH
07/28/2015 - 03/10/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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