Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Robert Lamarre is an Investment Advisor Representative at Caitlin John, LLC. Matthew has been in the industry since April 2009 and has a Series 65 license. Matthew also works for Jackson Kennedy and M&L Retirement Solutions, both of which are non-investment related. Caitlin John, LLC is a firm with 21 investment advisor representatives and 19 licensed agents. The firm specializes in financial planning, portfolio management for individuals, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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MI
03/03/2011 - Present
Caitlin John (BRIGHTON MI)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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