Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Gratton is a financial advisor registered with MML Investors Services, LLC. Kristen has been in the industry since March 2011 and holds multiple licenses and certifications. Kristen is a registered representative with the firm in both Pennsylvania and Texas. Kristen is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™ professional. Kristen is located in Beaver Falls, Pennsylvania and has offices in Mars, Pennsylvania and Pittsburgh, Pennsylvania. Kristen also works with The Kerr Agency, Inc., Gratton & Kerr Financial Group LLC, and Gratton Holdings LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
04/22/2019 - Present
MML Investors Services, LLC (BEAVER FALLS PA)
IA
Issued 01/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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