Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Michelle Kimmell is a financial professional with over 13 years of experience in the industry. Kristen is currently registered with American Portfolios Financial Services, Inc. Kristen has also held previous positions at Osaic Wealth, Inc. and Securities America, Inc. Kristen has passed several industry exams including the Series 7, Series 99TO, and Series 24.
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.
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.
1
2
NY
04/04/2023 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
GA
08/25/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
08/25/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/25/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/25/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
05/18/2010 - 09/16/2021
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BC
Issued 07/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristen Kimmell is the right advisor for you? Invested Better is here to help.
