Cairnavigate provides support to financial advisors who serve in a variety of roles, including brokers, investment advisers, private bankers, accountants, financial planners, and others. We understand the complex regulatory and compliance environment in which financial advisors operate and possess the same qualifications required of financial advisors, including Series 7, Series 66 and Series 65 designations. We are experienced in dealing with with Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC), as well as state-level regulations and authorities.
Our decades of experience in the financial services industry provides financial advisors with a resource to help make reasonable investment recommendations based on your investment objectives, financial situation, and other factors.
Cairnavigate is a financial services consulting group that provides financial advisors, investment consultants and CFOs with pension and retirement plan investment solutions delivered through insurance. We specialize in pension risk transfer and stable value investment solutions that help companies create better outcomes for their plan participants.