Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Kaye Gheysens is a financial advisor currently registered with Edelman Financial Engines. Kristie has been in the industry for over 15 years and holds Series 63, Series 66 and Series 7 licenses. Kristie's experience includes previous roles at MML Investors Services, LLC, Lincoln Financial Advisors Corporation, Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Kristie is currently registered with the state of Michigan and Texas and is an active investment advisor representative in both states.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
09/12/2019 - Present
Edelman Financial Engines (Novi MI)
MI
07/19/2010 - 07/25/2014
MML INVESTORS SERVICES, LLC (FARMINGTON HILLS MI)
MI
11/01/2007 - 07/26/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
MI
10/16/2002 - 10/25/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MN
10/16/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 7/9/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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