Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Sammons is a financial advisor with Geneos Wealth Management, Inc. Kristen has been in the industry since January 14, 2009 and holds the Series 7 and SIE licenses. Kristen specializes in various areas, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
1
2
FL
01/15/2009 - Present
Geneos Wealth Management, Inc. (ST. AUGUSTINE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristen Sammons is the right advisor for you? Invested Better is here to help.
