Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aileen? Claim Your ProfileAileen Gail Krohn is a financial advisor with over 35 years of experience in the financial services industry. Aileen has held various positions at different firms, including KMS Financial Services, Inc., Securities America, Inc. and LPL Financial LLC. Currently, Aileen is a registered representative and investment advisor representative with LPL Financial LLC. Aileen holds multiple licenses including Series 4, 7, 24, 52, 53, 63, 66 and 99, and specializes in portfolio management, financial planning, and pension consulting. Aileen is a licensed financial advisor in Washington.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
05/21/2024 - Present
LPL Financial LLC (Spokane WA)
WA
11/06/2020 - 05/21/2024
SECURITIES AMERICA, INC. (SPOKANE WA)
WA
05/21/1991 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SPOKANE WA)
FL
09/26/1986 - 11/14/1990
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
BOTH
Issued 03/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2002
Series 4 - Registered Options Principal Examination
BC
Issued 05/02/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/28/1987
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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