Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Beaulieu is a financial advisor with over 20 years of experience in the industry. Kristopher has a broad range of experience and holds several licenses including Series 6, 7, 63, and 66, as well as the SIE. Kristopher is also a Certified Financial Planner™. Kristopher specializes in working with high-net-worth individuals, corporations, and charitable organizations. Kristopher is currently registered with Osaic Wealth, Inc. but has also worked with Securities America, Inc., WFG Investments, Inc., Transamerica Financial Advisors, Inc, and First Investors Corporation.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
04/27/2015 - 06/14/2024
SECURITIES AMERICA, INC. (FORT WORTH TX)
TX
06/23/2011 - 04/27/2015
WFG INVESTMENTS, INC. (FORT WORTH TX)
TX
10/01/2004 - 06/29/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT WORTH TX)
NJ
01/21/2002 - 10/05/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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