Unclaimed
Kristina Marie Ashworth is a financial advisor with The Retirement Planning Group, LLC. Kristina is licensed in Missouri. Kristina has a Series 66 license and has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Kristina has been in the financial services industry since February 2018. Prior to joining The Retirement Planning Group, LLC, Kristina worked at Edward Jones.
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.
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
KS
11/02/2020 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
MO
02/23/2018 - 10/29/2020
EDWARD JONES (Lake St Louis MO)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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