Unclaimed
Kirsten McGrath is a financial advisor with Institutional Cash Distributors, LLC based in Cohasset, MA. Kirsten has been in the financial services industry since February 14, 2000. Kirsten holds the Series 7, 50, 63, and SIE licenses and is registered with the state of Massachusetts. Previously, Kirsten worked at Jefferies LLC, Depfa First Albany Securities, LLC, and Broadpoint Capital, Inc.
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
05/14/2018 - Present
Institutional Cash Distributors, LLC (COHASSET MA)
MA
03/27/2009 - 04/18/2018
JEFFERIES LLC (BOSTON MA)
MA
09/14/2007 - 03/27/2009
DEPFA FIRST ALBANY SECURITIES, LLC (BOSTON MA)
MA
01/21/2000 - 09/18/2007
BROADPOINT CAPITAL, INC. (BOSTON MA)
BC
Issued 03/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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