Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Griffin is a financial advisor with Facet. Kathleen has been in the industry since 2015. She holds Series 7, Series 66, and SIE licenses. Kathleen specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Kathleen Griffin previously worked at Merrill Lynch for over 5 years.
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.
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.
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MA
04/15/2021 - Present
Facet (Cohasset MA)
MA
12/13/2018 - 04/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMBRIDGE MA)
MA
10/22/2015 - 05/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
BOTH
Issued 11/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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