Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Metzel is a financial advisor who has been in the industry since 2018. Kristin is currently registered with J.P. Morgan Securities LLC and is licensed in Indiana, North Carolina, and Texas. Kristin specializes in providing financial advice to individuals, corporations, and other businesses. Kristin has experience with a variety of investment products and services, including financial planning, pension consulting, and portfolio management. Kristin is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IN
12/14/2023 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
IN
11/30/2022 - 10/24/2023
KEY INVESTMENT SERVICES LLC (ZIONSVILLE IN)
IN
03/05/2021 - 10/26/2022
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
04/15/2019 - 01/25/2021
PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)
IN
05/08/2017 - 04/05/2018
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Indianapolis IN)
IN
08/04/2016 - 04/13/2017
NYLIFE SECURITIES LLC (CARMEL IN)
BC
Issued 10/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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