Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Kissane is an Investment Advisor Representative at Osaic Wealth, Inc. Kristin has been in the financial industry since 2005 and is registered in several states. Kristin has experience in securities trading and investment advisory products. She holds a Series 6, 7, 63, 66 and SIE licenses. Kristin is a licensed professional with a strong background in financial 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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2
MA
02/07/2023 - Present
Osaic Wealth, Inc. (ANDOVER MA)
MA
05/01/2010 - 01/03/2013
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
02/27/2007 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
09/01/2005 - 02/26/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 01/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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