Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Lee Schlumbohm is a registered Investment Advisor Representative with Prosperity Capital Advisors, LLC. Kirsten has been in the financial industry since 2001 and has experience in a variety of roles. Kirsten is committed to providing her clients with personalized financial advice and guidance. Kirsten specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, corporations, and high-net-worth individuals. Kirsten is also a licensed insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/14/2022 - Present
Prosperity Capital Advisors (Westlake OH)
OR
07/20/2020 - 11/12/2020
FIDELITY BROKERAGE SERVICES LLC (TIGARD OR)
CA
12/19/2001 - 12/31/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 09/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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