Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Nuttall is an investment advisor representative at Edelman Financial Engines. Kristopher has been in the financial services industry for over 20 years. Kristopher is registered with the state of Pennsylvania and Texas. Prior to joining Edelman Financial Engines, Kristopher has held positions at NatCity Investments, CCO Investment Services Corp., Dreyfus Investment Services Company, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
PA
11/30/2016 - Present
Edelman Financial Engines (SEWICKLEY PA)
OH
04/22/2005 - 11/14/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
RI
05/08/2002 - 02/14/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
03/06/2001 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
MN
06/22/1999 - 10/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1999 - 10/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kristopher Nuttall is the right advisor for you? Invested Better is here to help.
