Unclaimed
Kaitlin Sullivan is a registered representative with Clarendon Insurance Agency, Inc. Kaitlin has been in the industry since July 25, 2015, and is currently active in the state of Massachusetts. Kaitlin is also a licensed General Securities Principal. Kaitlin has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the General Securities Principal Examination (Series 24).
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.
1
2
MA
04/16/2018 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
MA
06/30/2016 - 04/04/2018
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
MA
07/15/2015 - 06/30/2016
METLIFE SECURITIES, INC (BOSTON MA)
BC
Issued 04/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kaitlin Sullivan is the right advisor for you? Invested Better is here to help.