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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Jarck is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York. Kaitlin has been in the securities industry since June 2022. Kaitlin has passed the Series 66, Series 7TO, and SIE exams. Kaitlin is registered as a broker in 53 states and as an investment advisor in 2 states. Kaitlin works with individuals, businesses, pension and profit sharing plans, insurance companies, investment companies, and charitable organizations. Kaitlin's firm Merrill Lynch, Pierce, Fenner & Smith Inc. manages assets for clients from individuals to large institutions. The firm also offers a variety of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 07/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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