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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 Rossell is a financial advisor with Ameriprise Financial Services, LLC. Kristin has been in the financial services industry since 2008. Kristin holds Series 7, 63, 66, 99TO and SIE licenses. Kristin has worked with clients across a variety of industries, including trusts/estates, insurance companies, charitable organizations, high net worth individuals, and pension and profit sharing plans. Kristin is experienced in providing a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Prior to joining Ameriprise, Kristin worked at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc.
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 services
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
NC
05/31/2022 - Present
Ameriprise Financial Services, LLC (CARY NC)
NC
10/19/2010 - 12/22/2021
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
CO
10/03/2008 - 11/10/2008
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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