Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Kennedy is a financial advisor with over 40 years of experience in the industry. Currently, Kristin is a Registered Representative and Investment Advisor Representative for Capitol Securities Management, Inc., where Kristin has been since October 2023. Prior to joining Capitol Securities Management, Inc. Kristin was with WOOD (ARTHUR W.) COMPANY, INC. for over 40 years. Kristin specializes in portfolio management for individuals and businesses and also provides financial planning and pension consulting services.
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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MA
10/25/2023 - Present
Capitol Securities Management, Inc. (Boston MA)
MA
04/08/1983 - 01/03/2024
WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)
RI
11/01/1978 - 06/09/1992
BARRETT & COMPANY, INC. (PROVIDENCE RI)
BC
Issued 06/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/19/1984
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/21/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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