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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 Wech is a financial advisor currently registered with World Investment Advisors, LLC, where Kristin has been employed since June 2024. Kristin has a Series 66, Series 7TO and SIE license and is registered in Massachusetts for both securities and investment advisory services. Prior to this, Kristin was employed at RAYMOND JAMES FINANCIAL SERVICES, INC. in Mansfield, MA, from January 2019 to June 2024. Kristin has worked in the financial services industry since January 2019. In addition to her work with World Investment Advisors, Kristin is also involved with Boston Harbor Wealth Advisors, where she is currently a junior advisor to Jeanne Hagar.
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.
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
MA
07/03/2024 - Present
World Investment Advisors, LLC (MANSFIELD MA)
MA
01/30/2019 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MANSFIELD MA)
BOTH
Issued 06/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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