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Kristan Jennifer Boyle

Alight Financial Solutions, LLC

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About Kristan Jennifer Boyle

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.

Firm Information

Kristan Boyle is currently registered with Alight Financial Solutions, LLC. Alight Financial Solutions, LLC is a Limited Liability Company formed in April 1994. The firm is registered with the SEC and in all 52 states.

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kristan Boyle’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristan Jennifer Boyle.
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