Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caryn? Claim Your ProfileCaryn Marie McGrath is a financial advisor with MML Investors Services, LLC. Caryn has been in the financial industry for over 16 years. She has a Series 7, 6, and 66 license. Caryn is registered in both Massachusetts and Rhode Island. Caryn also has prior experience with firms such as MSI Financial Services, Inc., New England Securities, PFPC Distributors, Inc., and Putnam Retail Management Limited Partnership. Caryn is dedicated to providing clients with financial advice to help them achieve their 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (NORTH ATTLEBORO MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NORTH ATTLEBORO MA)
MA
10/24/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NORTH ATTLEBORO MA)
ME
10/15/2001 - 12/31/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MA
04/07/1997 - 04/23/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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