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Kristen Marie Ventre

FNB Wealth Management

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About Kristen Marie Ventre

Kristen Marie Ventre is a financial advisor with FNB Wealth Management. Kristen has been in the financial services industry since 2008 and has a Series 6, 7, 63, and 65 license. Kristen has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Kristen is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Kristen Ventre is currently registered with FNB Wealth Management. FNB Wealth Management is an investment advisor based in Pittsburgh, PA. They have 31 investment adviser representatives and manage approximately $6.34 billion in assets for clients. The firm provides portfolio management services for individuals, businesses, and investment companies, as well as financial planning and educational seminars. They also assist clients with selecting other advisors. They are registered with the SEC and have a SEC number of 801-56609.
FNB Wealth Management

ONE NORTH SHORE

PITTSBURGH, PA 15212

$6.34B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristen Ventre’s Registration & Firm History

PA

06/05/2023 - Present

FNB Wealth Management (YORK PA)

PA

10/30/2008 - 08/03/2015

VALLEY FORGE ASSET MANAGEMENT, LLC (YORK PA)

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Licenses & Designations

IA

Issued 12/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Marie Ventre.
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