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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Elizabeth Green is an investment advisor representative with Essex Financial Services, Inc. Kristin is a registered investment advisor in Connecticut, New Hampshire, New York, and Rhode Island. Kristin has been in the industry for over 9 years and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Kristin also holds the SIE exam. Kristin specializes in financial planning, portfolio management, and pension consulting. In addition to working with individuals, Kristin also works with businesses and charitable organizations.
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.
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CT
01/29/2016 - Present
Essex Financial Services, Inc. (ESSEX CT)
CO
06/01/2021 - 07/20/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
03/26/2014 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
03/05/2013 - 03/17/2014
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
CT
06/18/2012 - 11/09/2012
CCO INVESTMENT SERVICES CORP. (WATERFORD CT)
IA
Issued 01/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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