Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Carmichael is a registered investment advisor representative with Valmark Advisers, Inc. based in Akron, OH. Kristen has been in the industry since 2002 and has worked with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Kristen holds Series 7, 24, 52, 53, 66 and 99 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
11/08/2013 - Present
Valmark Advisers, Inc. (AKRON OH)
OH
09/18/2013 - 11/13/2013
LPL FINANCIAL LLC (AKRON OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
04/01/2002 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
BOTH
Issued 12/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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