Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Mavis is a registered investment advisor representative with Osaic FA, Inc., located in FORT WAYNE, IN. Kristin has been in the financial services industry since 2008 and has a Series 7, Series 24, Series 52TO, Series 53, and Series 66 license. Kristin Mavis has worked with both individual and corporate clients, including high-net-worth individuals, corporations, and pension plans. Kristin's specializations include retirement planning, investment management, and financial planning. Kristin Mavis has been registered with Lincoln Financial Advisors and Lincoln Financial Securities Corporation since 2010.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
IN
10/18/2010 - Present
Osaic FA, Inc. (FORT WAYNE IN)
OH
06/06/2008 - 10/05/2010
NRP FINANCIAL, INC. (BRYAN OH)
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/22/2008
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 06/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristin Mavis is the right advisor for you? Invested Better is here to help.
