Caitlin Chen, CFP
EFE
Certified Financial Planner in Uniondale, NY
http://www.edelmanfinancial.com
Address:1130 Rxr Plz Ste 1130
Uniondale, NY 11556
About Caitlin Chen
Caitlin Chen is a financial professional at EFE located in Uniondale, New York. Caitlin Chen holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Caitlin Chen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Caitlin Chen1130 Rxr Plz Ste 1130
Uniondale, NY 11556
Phone Number:
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Website:
http://www.edelmanfinancial.com
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