Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Lee Balon is a financial advisor registered with the state of Illinois and Texas. Kristin has been in the industry since August 2003 and is a Certified Financial Planner. Kristin is currently affiliated with Doyenne Wealth Advisors, LLC in Chicago, Illinois. Kristin is a Registered Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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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IL
02/09/2022 - Present
Doyenne Wealth Advisors (CHICAGO IL)
IA
Issued 12/09/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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