Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Patt is a financial advisor with First Command Advisory Services, Inc. Kristina has been in the financial industry since February 27, 2018. Kristina is registered with the state of Massachusetts as an Investment Advisor Representative and is also registered with FINRA as a Registered Representative. Kristina has passed the Series 7, Series 66, and SIE exams and has earned her state licenses in Massachusetts, California, Connecticut, District of Columbia, Florida, Maryland, New Hampshire, New Jersey, New York, Rhode Island, and Virginia. Kristina specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
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MA
04/13/2018 - Present
First Command Advisory Services (Burlington MA)
BOTH
Issued 04/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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