Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Elizabeth Mitchell is an Investment Advisor Representative at Cain, Watters & Associates, LLC, in Frisco, Texas. Kaitlin has been with Cain, Watters & Associates, LLC since June 2011. Kaitlin Mitchell is licensed in Texas and has been active in the industry since August 2016. Kaitlin Mitchell has passed the Uniform Investment Adviser Law Examination (Series 65). Kaitlin Mitchell is registered with the state of Texas as an Investment Advisor Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
08/25/2016 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 08/08/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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