Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Wadsworth is a financial advisor with Bankers Life Advisory Services, Inc., and has been in the industry since June 27, 2002. Kristopher is a Chartered Financial Consultant and holds a Series 6, 7, 24, 26, 52, 53, and 63 licenses. Kristopher has prior experience working with Farmers Financial Solutions, LLC, LPL Financial LLC, SagePoint Financial, Inc, and New York Life Insurance Co. Kristopher is registered in the state of New York. Kristopher provides financial planning, portfolio management for individuals, and selection of other advisors. Kristopher is also a Unit Sales Manager for Bankers Life & Casualty, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
05/03/2021 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
NY
01/28/2020 - 04/02/2021
NYLIFE SECURITIES LLC (DEWITT NY)
NY
04/22/2019 - 12/18/2019
LPL FINANCIAL LLC (SYRACUSE NY)
NY
05/01/2018 - 04/17/2019
SAGEPOINT FINANCIAL, INC. (SYRACUSE NY)
NY
12/09/2016 - 03/26/2018
FARMERS FINANCIAL SOLUTIONS, LLC (CICERO NY)
NY
11/28/2011 - 06/29/2016
LPL FINANCIAL LLC (EAST SYRACUSE NY)
NY
02/23/2011 - 12/14/2011
METLIFE SECURITIES INC. (SYRACUSE NY)
CT
10/04/2010 - 02/09/2011
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
11/09/2004 - 08/23/2010
METLIFE SECURITIES INC. (SYRACUSE NY)
NY
11/09/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SYRACUSE NY)
MA
07/27/2004 - 10/04/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NE
09/11/2000 - 10/06/2003
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristopher Wadsworth is the right advisor for you? Invested Better is here to help.
