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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystalynn? Claim Your ProfileKrystalynn Michele Schlegel is a financial advisor registered with Valmark Advisers, Inc. She has been working in the financial industry since 2004 and holds Series 7, Series 63, and Series 66 licenses. Krystalynn is also a Chartered Financial Consultant and has experience in a variety of financial services, including portfolio management, financial planning, and pension consulting. She currently works with individual clients, businesses, and pension plans. Krystalynn has a strong track record of success and is committed to helping 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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
CA
04/19/2023 - Present
Valmark Advisers, Inc. (Novato CA)
CO
05/21/2015 - 12/31/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
07/08/2010 - 05/21/2015
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
02/27/2007 - 06/30/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NOVATO CA)
CA
01/02/2004 - 02/08/2007
SIGNATOR INVESTORS, INC. (CONCORD CA)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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