Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Louise Northway is a financial advisor with Equity Services, Inc. Kristin is a highly experienced advisor with over 17 years in the industry. Kristin is registered with FINRA and is licensed in 34 states. Kristin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations.
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.
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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VT
12/13/2016 - Present
Equity Services, Inc. (MONTPELIER VT)
WI
06/21/2006 - 11/02/2016
MSI FINANCIAL SERVICES, INC. (DE PERE WI)
WI
02/27/2014 - 01/02/2015
NEW ENGLAND SECURITIES (DE PERE WI)
WI
06/21/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)
BC
Issued 09/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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