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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen McKeown is a financial advisor with Apollon Wealth Management, LLC. Kristen is licensed to provide advisory services in North Carolina and South Carolina. Kristen has been in the financial industry for over 14 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kristen specializes in financial planning, portfolio management, and retirement planning. Kristen holds the Series 6, Series 63, and Series 65 licenses and is also a Chartered Financial Consultant (ChFC).
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.
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.
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2
SC
02/23/2018 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
SC
03/04/2014 - 03/05/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
SC
04/09/2009 - 02/21/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
SC
06/04/2007 - 10/09/2008
NEW ENGLAND SECURITIES (CHARLESTON SC)
SC
03/04/2005 - 05/23/2007
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
IN
07/21/2004 - 02/24/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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