Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Peil is a financial professional with over 25 years of experience in the industry. Kristen is currently registered with Osaic Wealth, Inc. and Sunset Financial Services, Inc. Kristen is a Registered Representative and Investment Advisor Representative and holds the following licenses: Series 6, Series 26, Series 51, Series 63, Series 99TO, and SIE. Kristen specializes in working with individuals, corporations, high-net-worth individuals, and pension plans. Kristen offers a variety of financial planning and investment advisory services including portfolio management, financial planning, pension consulting, and educational seminars.
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.
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2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
MO
05/04/2015 - 06/14/2024
SECURITIES AMERICA, INC. (Kansas City MO)
MO
03/09/1998 - 12/03/2014
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
01/10/1995 - 11/13/1997
DST SECURITIES, INC. (KANSAS CITY MO)
BC
Issued 06/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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