Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystle? Claim Your ProfileKrystle Ann Kaufman has been in the financial services industry since August 2008. Krystle Ann Kaufman is currently registered with USI Securities, Inc. in Florida. Prior to joining USI Securities, Inc., Krystle Ann Kaufman was employed by LPL Financial LLC, Girard Securities, Inc., and Capital Planning Group, LLC. Krystle Ann Kaufman is a Series 7 and Series 66 licensed representative and is registered in Florida. Krystle Ann Kaufman has experience working with clients in the following areas: corporations, individuals, high-net-worth individuals, pension plans, and other investment advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled consulting and advisory fees
1
2
FL
09/30/2021 - Present
USI Securities, Inc. (FORT LAUDERDALE FL)
FL
12/17/2014 - 03/02/2017
LPL FINANCIAL LLC (DAVIE FL)
FL
09/28/2009 - 12/17/2014
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
07/09/2008 - 09/01/2009
CAPITAL PLANNING GROUP, LLC (FT. LAUDERDALE FL)
BOTH
Issued 01/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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