Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Sovinsky is a financial advisor with Northwestern Mutual Investment Services, LLC based in Troy, Michigan. Kaitlin has been in the industry since May 2014, having previously worked at FORESIDE FUND SERVICES, LLC, J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Kaitlin has a Series 6, Series 63 and SIE license.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MI
02/27/2018 - Present
Northwestern Mutual Investment Services, LLC (TROY MI)
MI
08/14/2014 - 07/15/2016
FORESIDE FUND SERVICES, LLC (Birmingham MI)
MI
10/01/2012 - 08/13/2014
J.P. MORGAN SECURITIES LLC (TROY MI)
MI
09/19/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TROY MI)
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kaitlin Sovinsky is the right advisor for you? Invested Better is here to help.
