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Kaitlin Sullivan

Clarendon Insurance Agency, Inc.

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About Kaitlin Sullivan

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).

Firm Information

Kaitlin Sullivan is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kaitlin Sullivan’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlin Sullivan.
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