Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Leigh Wolff singh is a financial advisor at Valmark Advisers, Inc.. Kristina has been in the financial industry since 2022 and holds both Series 66 and Series 7TO licenses. Kristina specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Kristina works in Manchester, CT and can assist clients in a variety of states across the country.
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.
Strategic management for diversified investment portfolios.
Consulting
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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CT
12/21/2022 - Present
Valmark Advisers, Inc. (Manchester CT)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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