Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Kirkwood is a financial professional with a strong background in the securities industry. Kristen holds a Series 66, Series 7 and Series 24 license. Kristen has experience working at both Ohio National Equities and Touchstone Advisors. Kristen is currently registered with the state of Ohio as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/05/2019 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
OH
05/21/2018 - 03/12/2019
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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