Unclaimed
Kristin Ripa is a financial professional with over 10 years of experience in the industry. Kristin is currently registered with Osaic Institutions, Inc. in MERIDEN, CT. Kristin holds Series 6, 7, 24, and 63 licenses as well as the SIE exam. Kristin's experience includes working with individuals, corporations and charitable organizations. Kristin has a proven track record of providing financial advice and guidance to clients in a variety of situations.
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.
Solicitation services for other advisers
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.
1
2
CT
10/23/2017 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
08/26/2014 - 10/24/2017
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
12/01/2010 - 08/26/2014
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 10/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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