Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Neel is a registered representative with Associated Investment Services, Inc., who has been in the industry since 2017. She holds the Series 7 and SIE licenses, and specializes in financial planning and portfolio management for individuals and selection of other advisors. Kristina Neel is dedicated to providing clients with personalized investment advice and guidance, and is committed to helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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2
WI
07/26/2017 - Present
Associated Investment Services, Inc. (GREEN BAY WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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