Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Hultgren is a financial advisor with over 13 years of experience in the financial services industry. Kristin is currently registered with Voya Financial Advisors, Inc. and Voya Financial Partners, LLC. Kristin has experience providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Kristin specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
03/04/2010 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
12/08/2015 - 08/19/2021
SLD AMERICA EQUITIES, INC. (WINDSOR CT)
CT
12/08/2015 - 05/06/2019
DIRECTED SERVICES LLC (WINDSOR CT)
CT
04/08/2009 - 11/29/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
04/16/2008 - 03/04/2014
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
BC
Issued 04/04/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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