Unclaimed
Kristin Ann Nordahl is a financial professional with over 30 years of experience in the industry. Kristin is a registered representative with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Kristin was a registered representative with MSI Financial Services, Inc. and New England Securities. Kristin is a Certified Financial Planner and holds the Series 6, 7, and 63 securities licenses.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (N ANDOVER MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (N. ANDOVER MA)
MA
07/27/2007 - 01/02/2015
NEW ENGLAND SECURITIES (N. ANDOVER MA)
MA
06/01/2005 - 08/03/2007
AXA ADVISORS, LLC (NORTH ANDOVER MA)
NY
06/10/1985 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/04/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 03/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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