Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Schmidt is a financial advisor at Edward Jones. Kristin has been in the industry since December 16, 1993, and holds Series 63, Series 7, and SIE licenses. She has been registered with the firm since March 7, 2019 and has previously worked at BANC IV INVESTMENTS, INC. and AMERICAN BROKERAGE SERVICES, INC.. Kristin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. In addition to her role at Edward Jones, Kristin also works as a travel consultant for ASK YOUR TRAVEL AGENT LTD.
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.
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.
See schedule d - miscellaneous
1
2
KS
03/07/2019 - Present
Edward Jones (MCPHERSON KS)
NA
07/25/1994 - 03/27/1996
BANC IV INVESTMENTS, INC.
MI
10/20/1993 - 07/19/1994
AMERICAN BROKERAGE SERVICES, INC. (DETROIT MI)
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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