Unclaimed
Kristin Janine Sesko is a financial advisor with Geneos Wealth Management, Inc., located in Englewood, Colorado. Kristin is a registered representative with over 25 years of experience in the financial industry. She specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. Kristin is dedicated to helping her clients achieve their financial goals.
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.
1
2
CO
06/04/2007 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
01/18/1993 - 06/26/2007
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Kristin Sesko is the right advisor for you? Invested Better is here to help.