Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Niccole Lee is a registered representative with Charles Schwab & Co., Inc., with a branch office located in Indianapolis, Indiana. Kristin is a dedicated financial professional who is committed to helping clients achieve their financial goals. With a focus on financial planning and providing valuable guidance, Kristin Lee works closely with clients to understand their unique needs and develop personalized solutions. Her expertise and commitment to providing exceptional service make Kristin a valuable resource for individuals seeking to navigate the complexities of the financial world.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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IN
12/14/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 12/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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