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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 Marie Vande bossche is an investment advisor representative. Kristen has been in the financial services industry for more than 7 years and has been associated with LPL Financial LLC for just over 1 year. Kristen has been registered with the Securities and Exchange Commission (SEC) since 2014. Kristen is currently registered in 21 states as a Broker Dealer and an Investment Advisor. Kristen has earned both Series 7 and Series 66 licenses as well as the SIE exam. Kristen also holds the designation Certified Financial Planner. Kristen previously worked for Northwestern Mutual Investment Services, LLC from February 2014 until September 2021. Kristen has a significant amount of experience working with clients in the areas of investment planning, retirement planning, and financial planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/10/2021 - Present
LPL Financial LLC (ANAHEIM CA)
CA
02/15/2014 - 09/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Anaheim CA)
BOTH
Issued 05/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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