Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Victoria Shorman is a financial professional registered with Northwestern Mutual Investment Services, LLC in Texas. Kristin has been in the industry since January 2016. Kristin holds a Series 6, Series 7TO, Series 63, and SIE. She has been actively registered with the state of Texas since May 2023. Kristin is located at 15851 DALLAS PARKWAY, STE 1230 in ADDISON, TX.
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.
Investment research; referrals to 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.
Referral fees
1
2
TX
05/10/2023 - Present
Northwestern Mutual Investment Services, LLC (ADDISON TX)
TX
01/21/2016 - 01/19/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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