Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Ann Vitale is a financial advisor with over 25 years of experience. Kristen has been registered with LPL Financial LLC since 2010 and has held previous roles with UVEST Financial Services Group, Inc., PFIC Securities Corporation, TCF Securities, Inc., and Chatfield Dean & Co., Inc. Kristen holds Series 7, 24, 63, and 65 licenses and specializes in financial planning, portfolio management, and consulting. Kristen is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/13/2022 - Present
LPL Financial LLC (FORT MILL SC)
IL
11/02/2010 - 12/14/2021
LPL FINANCIAL LLC (GURNEE IL)
IL
04/23/2003 - 11/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
TN
04/13/2000 - 04/24/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MN
03/14/1996 - 02/18/2000
TCF SECURITIES, INC. (MINNEAPOLIS MN)
CO
04/15/1994 - 05/20/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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