Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Kelly Smigelski is a financial advisor at Regal Investment Advisors LLC. Kristen has been in the financial services industry since 2015. She holds the Series 6, Series 63, and Series 65 licenses. Kristen also holds the SIE exam. Kristen is a Certified Financial Planner. She has experience working with clients including individuals, businesses, pension and profit sharing plans, corporations, and charitable organizations. She specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Kristen works with clients who are interested in managing their wealth for the long term.
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.
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.
Third party fees
1
2
FL
11/26/2024 - Present
Regal Investment Advisors LLC (Palm Beach Gardens FL)
FL
03/01/2019 - 08/26/2019
WOODBURY FINANCIAL SERVICES, INC. (JUNO BEACH FL)
FL
10/01/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (JUNO BEACH FL)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristen Smigelski is the right advisor for you? Invested Better is here to help.
