Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Jo Turnwald is a financial professional with over 19 years of experience in the industry. Kristy Jo is a Registered Representative and Investment Advisor Representative for Hantz Financial Services, Inc., where Kristy Jo has been employed since May 2004. Kristy Jo holds a Series 6, 7, 24, 63, and 65 licenses and has earned the designation of Chartered Financial Consultant. Kristy Jo provides a range of financial services, including financial planning, investment management, and retirement planning. Kristy Jo is committed to providing personalized service and helping her clients 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/22/2016 - Present
Hantz Financial Services, Inc. (MAUMEE OH)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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