Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Chisholm is a financial advisor with AMG Distributors, Inc. located in Stamford, CT. Kristin has been in the financial industry for 18 years. She is licensed to provide financial advice in Connecticut and Massachusetts. Kristin is a Series 7, 6, 63, 65 and SIE licensed professional. She also holds the Series 79TO and 7TO designations.
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.
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.
1
2
CT
10/22/2021 - Present
AMG Distributors, Inc. (STAMFORD CT)
MA
02/21/2005 - 04/05/2021
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristin Chisholm is the right advisor for you? Invested Better is here to help.
