Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Baldeo is a financial advisor at BNY Mellon Securities Corp. Kaitlyn has been active in the industry since February 2020 and is licensed in all 50 states and the District of Columbia. Kaitlyn holds Series 7, 24, 63 and SIE licenses. Kaitlyn has extensive experience providing portfolio management services for individuals and businesses. Kaitlyn and the firm specialize in providing services to corporations and other businesses, individuals, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/07/2020 - Present
BNY Mellon Securities Corp. (New York NY)
BC
Issued 05/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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