Unclaimed
Krysten Amie Overly-armour has been in the financial industry since 1996. Krysten is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative. Krysten is also a registered Investment Advisor Representative and has prior experience at a number of other firms including Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc. and Key Investment Services LLC. Krysten is licensed to conduct business in 26 states across the U.S. and specializes in financial planning, portfolio management, and investment advisory services for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitation fees from 3rd party money managers
1
2
IN
08/21/2020 - Present
Cambridge Investment Research Advisors, Inc. (Noblesville IN)
IN
08/10/2012 - 08/21/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (NOBLESVILLE IN)
IN
10/02/2007 - 08/16/2012
WOODBURY FINANCIAL SERVICES, INC. (NOBLESVILLE IN)
IN
01/03/2006 - 10/26/2007
KEY INVESTMENT SERVICES LLC (NOBLESVILLE IN)
OH
02/23/2004 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
08/19/2003 - 02/24/2004
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
11/15/1996 - 07/23/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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