Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Lash is a financial advisor with over 7 years of experience in the industry. She is currently registered with Equity Services, Inc. and holds licenses in over 30 states. Prior to joining Equity Services, Inc., Kristy worked at Key Investment Services LLC. Kristy is a Series 6, 7, 24, 52, 53, and 66 licensed professional. She specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Kristy is also licensed to provide investment advisory services to a broad range of clients including individuals, charitable organizations, and pension and profit sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
05/16/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
OH
09/18/2015 - 05/17/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BOTH
Issued 07/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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