Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Acree is an active Registered Representative and Investment Advisor Representative. Kristi has worked in the financial industry since 2004. Kristi currently works for MML Investors Services, LLC in Allentown, PA. Prior to this Kristi worked for Northwestern Mutual Investment Services, LLC and Mutual of Omaha Investor Services, Inc. Kristi has passed the Series 6, Series 63, Series 65 and Series 26 exams. Kristi provides financial planning, portfolio management and other investment related services for individuals, businesses and institutions.
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 programs
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.
Solicitors fees
1
2
PA
08/19/2022 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
04/15/2021 - 06/30/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)
MA
05/15/2006 - 04/05/2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BRAINTREE MA)
NE
05/26/2004 - 04/05/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 06/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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