Unclaimed
Kristan Jennifer Boyle is a financial advisor currently registered with Alight Financial Solutions, LLC. Kristan has been in the industry since June 28, 2000, and has a wide range of experience in the financial services field. Kristan holds the Series 7 and Series 63 licenses, along with the Securities Industry Essentials (SIE) exam. Kristan is currently registered in 52 states and the District of Columbia, as well as Puerto Rico. Kristan's previous experience includes roles with Prudential Investment Management Services LLC and Prudential Retirement Brokerage Services, Inc.
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.
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.
1
2
NC
08/09/2022 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
NJ
12/06/2004 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
02/21/2000 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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