Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Lynn Beal is an investment advisor representative with State Farm Investment Management Corp. Kristy has been in the industry since June 2014. Kristy holds the Series 6 and SIE licenses. Kristy's office is located in Wadsworth, OH and Kristy is registered with FINRA, the state of Ohio and the state of Ohio for Investment Advisor activities. Kristy Beal is also a Chartered Financial Consultant. Kristy is a board member for the Wadsworth Grizzlies Community Foundation. Kristy is the owner of Kristy Beal's Insurance Agency and KHSH Properties LLC. Kristy Beal's Insurance Agency is a State Farm Insurance agency located in Wadsworth, OH. KHSH Properties LLC is a holding company for owned office building located in Wadsworth, OH.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
OH
07/11/2023 - Present
State Farm Investment Management Corp. (Wadsworth OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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