Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Green is a Registered Investment Advisor Representative at Transamerica Retirement Advisors, LLC with 21 years of experience in the financial services industry. She is licensed to provide investment advice in Michigan. Kristine has worked at various firms in the industry, including Mutual Service Corporation and Royal Alliance Associates, Inc. She has also owned and operated Impression Jewelry since 1990. Kristine is a Series 7, Series 63, and Series 65 licensed professional.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
10/30/2013 - Present
Transamerica Retirement Advisors, LLC (Kalamazoo MI)
MA
07/30/2002 - 10/13/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
11/19/2001 - 06/26/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 10/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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