Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Plentus is a financial professional with over 16 years of experience in the financial services industry. Kristin is registered with the state of Pennsylvania as an investment advisor representative. Kristin is also registered with the state of Texas as an investment advisor representative. Kristin has a Series 6, 7, 24, 63, and 99TO licenses. Kristin is also a Certified Financial Planner. Kristin has worked at Vanguard Advisers, Inc. since June 2006. The firm's office is located in Malvern, PA. The firm has a large client base, with over 151,000 clients, and manages over $333 billion in assets.
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.
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.
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2
PA
10/21/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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