Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Sackmann is a financial advisor who has been in the industry since 2002. Kristin is currently registered with Oppenheimer & Co. Inc. and has been with them since 2005. Prior to that, Kristin was with GOVERNMENT PERSPECTIVES, LLC. Kristin is licensed to provide financial advice in 36 states. Kristin is also a Series 63, Series 7, and SIE exam holder. Kristin focuses on providing financial advice to individuals, high net worth individuals, businesses, insurance companies, charitable organizations, and retirement and other entity types.
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.
Earned based on transactions or products sold.
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.
1
2
WA
08/25/2005 - Present
Oppenheimer & Co. Inc. (BELLEVUE WA)
CA
07/22/2002 - 08/17/2005
GOVERNMENT PERSPECTIVES, LLC (LAFAYETTE CA)
BC
Issued 06/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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