Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Renata Bosch is a financial advisor at Osaic Wealth, Inc. and Osaic Services, Inc.. Kirsten has been working in the financial industry since 2006 and is a Series 7, Series 24, and Series 99TO licensed professional. Kirsten has experience in various financial areas including financial planning, pension consulting, educational seminars, and portfolio management. Kirsten also holds multiple specializations in the financial industry.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/30/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/16/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/16/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/30/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/30/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
WI
01/27/2016 - 04/23/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
01/27/2016 - 04/23/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
01/27/2016 - 04/23/2018
SII INVESTMENTS, INC. (APPLETON WI)
CA
02/02/2005 - 04/23/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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