Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Cristofoli is a registered Investment Advisor Representative with SJS Investment Services. She is based in Sylvania, Ohio. Kathleen has been in the industry since 2021. She has Series 65 certification and specializes in offering investment advisory services for individuals, businesses and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
OH
02/11/2022 - Present
SJS Investment Services (SYLVANIA OH)
IA
Issued 02/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kathleen Cristofoli is the right advisor for you? Invested Better is here to help.
