Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Polito is a registered investment advisor representative associated with LPL Enterprise, LLC. Kristin has been in the securities industry for over six years and has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Kristin is currently registered with the state of Massachusetts. Kristin specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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MA
11/14/2024 - Present
LPL Enterprise, LLC (WAKEFIELD MA)
Active
Inactive
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