Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Niedermeyer is a financial advisor currently working at Bull Harbor Capital LLC. Kristin has been in the financial services industry since January 2008. She is registered in Arizona, Arkansas, California, Maryland, Nevada, New York, Oregon, Texas, and Washington. Kristin holds the Series 66, SIE and Series 7 licenses. She also holds the Chartered Financial Consultant designation. Kristin offers financial planning, portfolio management, and pension consulting 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.
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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WA
08/11/2023 - Present
Bull Harbor Capital LLC (Vancouver WA)
OR
01/19/2011 - 08/07/2023
PARK AVENUE SECURITIES LLC (PORTLAND OR)
BOTH
Issued 02/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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