Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Greim is a financial advisor with Voya Retirement Advisors, LLC, Kristin has been in the industry since 2016. Kristin has experience in both the investment and insurance industries. Kristin earned their Series 7, 63 and 66 licenses. Kristin is registered in Pennsylvania. Kristin's prior firms include USI Securities, Inc. and Vanguard Marketing Corporation.
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.
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.
1
2
PA
02/05/2025 - Present
Voya Retirement Advisors, LLC (Downingtown PA)
CT
08/26/2019 - 07/26/2021
USI SECURITIES, INC. (GLASTONBURY CT)
PA
07/22/2016 - 06/13/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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