Unclaimed
Kristen Marie Crimmins is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry since 2004. Kristen has a Series 7, Series 9, Series 10, Series 24, and Series 66 license, and has been registered with Ameriprise Financial Services, LLC since 2012. Kristen has experience working with clients of various types, including high-net-worth individuals, trusts, and estates. Ameriprise Financial Services, LLC has a wide range of client types, including individuals, corporations, and pension plans. Kristen's primary focus is on providing asset allocation services, financial planning, and portfolio management.
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 services
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
NH
02/29/2012 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
RI
12/21/2005 - 08/10/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CRANSTON RI)
MN
08/26/2004 - 09/29/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/26/2004 - 09/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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