Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Jarosz is a financial advisor with Gries Financial Partners, a firm located in Cleveland, OH. Kristian has been in the financial services industry for over 20 years and has experience working with individuals, families, and businesses. Kristian is a registered investment advisor and is licensed to sell securities in the state of Ohio. Kristian has a strong understanding of the financial markets and can provide clients with personalized financial advice to meet their needs.
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.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
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2
OH
01/02/2003 - Present
Gries Financial Partners (CLEVELAND OH)
NY
06/04/1997 - 08/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
04/29/1997 - 05/09/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/29/1997 - 05/09/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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