Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Koziol is a financial advisor with UMB Financial Services, Inc. Kristin has been in the financial services industry since June 1997. Kristin holds Series 7, 52TO, 53 and 63 licenses. Kristin specializes in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/11/1997 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
BC
Issued 08/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/06/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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