Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirstyn? Claim Your ProfileKirstyn Simon is an investment advisor representative who works at Range Advisory, LLC. Kirstyn Simon holds the Series 63, Series 7, and SIE exams. Kirstyn Simon has a specialization in Financial Planning and has been in the industry since 2016. Kirstyn Simon works at the McCordsville, IN location of Range Advisory, LLC. Kirstyn Simon also works at the McLean, VA location of Range Advisory, LLC. Kirstyn Simon is licensed in IN, PA, TX, and VA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Membership dues
1
2
IN
09/25/2023 - Present
Range Advisory, LLC (McCordsville IN)
IN
08/16/2016 - 09/17/2023
J.P. MORGAN SECURITIES LLC (Indianapolis IN)
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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