Best Investors Account Sign in

Caryn Marie Mcgrath

Mml Investors Services, LLC

North Attleboro, MA

Claim This Profile
Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2017-03-25
  • RI RA
    APPROVED
    Since 2017-03-25

Branch Locations

130 S Washington Street Suite 101, North Attleboro, MA 02760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baystate Financial North Attleboro MA 01/2012 Present
Metlife Securities Inc. North Attleboro MA 01/2015 03/2017
Mml Investors Services, Llc North Attleboro MA 03/2017 Present
Massmutual Life Insurance Co North Attleboro MA 07/2016 Present
  • 01/2012 → Present
    Baystate Financial
    North Attleboro, MA
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    North Attleboro, MA
  • 03/2017 → Present
    Mml Investors Services, Llc
    North Attleboro, MA
  • 07/2016 → Present
    Massmutual Life Insurance Co
    North Attleboro, MA
Previous Registrations
  • 2015-10-05 → 2017-03-25
    Msi Financial Services, Inc.
    North Attleboro, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-19
  • S66 Uniform Combined State Law Examination
    2014-06-19
Other Names
  • Caryn Marie Bertino

View on SEC IAPD

Other Firms

PROACTIVE FINANCIAL SOLUTIONS 360, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC
CONSTANT GUIDANCE FINANCIAL, LLC
LECHNER ASSOCIATES
AMERIPRISE FINANCIAL SERVICES, LLC
PROFESSIONAL MANAGEMENT ASSOCIATES, INC.
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

Christopher David Gauthier
VANNAK SAO
Christopher J Kheirallah
TROY J BOTTS
MICHAEL TAYLOR
Christopher Gabriel Torres
JAMES M CASTRO
DWAYNE KENNETH DEMOND

Other Offices

PROACTIVE FINANCIAL SOLUTIONS 360, LLC · NORTH ATTLEBORO, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH ATTLEBORO, MA
INTEGRATED WEALTH CONCEPTS LLC · NORTH ATTLEBORO, MA
CONSTANT GUIDANCE FINANCIAL, LLC · NORTH ATTLEBORO, MA
LECHNER ASSOCIATES · NORTH ATTLEBORO, MA
AMERIPRISE FINANCIAL SERVICES, LLC · North Attleboro, MA
PROFESSIONAL MANAGEMENT ASSOCIATES, INC. · NORTH ATTLEBORO, MA
CONCURRENT INVESTMENT ADVISORS, LLC · North Attleborough, MA

More in North Attleboro, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor