Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlyn? Claim Your ProfileCaitlyn Frament is a registered investment advisor representative with Integrated Wealth Concepts LLC based in Waltham, Massachusetts. Caitlyn has over 15 years of experience in the financial services industry and is licensed to offer investment advice in Massachusetts and Rhode Island. Caitlyn previously worked at Morgan Stanley, Securities America, Inc., LPL Financial LLC, Lincoln Financial Advisors Corporation, and MetLife Securities Inc. Caitlyn holds a variety of licenses and certifications, including Series 6, 7, 24, 52TO, 53, 66, and 99TO. Caitlyn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/11/2022 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
10/07/2021 - 12/03/2021
MORGAN STANLEY (Boston MA)
RI
07/23/2018 - 10/01/2021
SECURITIES AMERICA, INC. (WEST WARWICK RI)
MA
09/29/2016 - 07/23/2018
LPL FINANCIAL LLC (WALTHAM MA)
MA
10/24/2011 - 10/06/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
04/25/2006 - 10/27/2011
METLIFE SECURITIES INC. (WESTBORO MA)
RI
04/25/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST WARWICK RI)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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