Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Krug is a financial professional with over 20 years of experience in the industry. Kirsten is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since October 2023. Previously, Kirsten worked at CITIGROUP GLOBAL MARKETS INC. from January 2000 to May 2022. Kirsten holds a variety of licenses including Series 63, 53, SIE, 79 and 52. Kirsten specializes in providing financial advice and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
PA
10/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
01/28/2000 - 05/25/2022
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
BC
Issued 06/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/27/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
Not sure Kirsten Krug is the right advisor for you? Invested Better is here to help.
