Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Skomer is an investment advisor representative registered with AE Wealth Management, LLC. Kristine is licensed to provide investment advice in Ohio. She has been in the financial industry for over 20 years and holds Series 7, 6, 66, 24, 53, and 99 licenses. Kristine has a long history of working in the investment industry, including previous roles at The Huntington Investment Company and Russell Total Wealth & Wellness. Kristine is passionate about helping individuals and families 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
OH
02/06/2024 - Present
AE Wealth Management, LLC (Dayton OH)
OH
04/03/2001 - 07/16/2021
THE HUNTINGTON INVESTMENT COMPANY (FRANKLIN OH)
BOTH
Issued 02/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/29/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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