Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlyn? Claim Your ProfileCaitlyn Morrissette is a financial professional with National Financial Services LLC. Caitlyn is a licensed Series 7, Series 63, Series 99TO and SIE representative. Caitlyn began her career in the financial services industry on December 23, 2015. Caitlyn has worked for National Financial Services LLC since January 2, 2019, before that she worked for Fidelity Brokerage Services LLC.
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
03/10/2021 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
01/02/2019 - 01/06/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
05/22/2015 - 07/31/2018
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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