Kristin NordahlCRD Number: 1339710
Current Firm: Msi Financial Services, Inc.
Kristin Nordahl (CRD# 1339710) is an Investment Advisor Representative working at Msi Financial Services, Inc. in North Andover, MA and has over 31 years of experience in the finance industry. Kristin Nordahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Prosperity Wealth Management, Inc.
|Metlife Securities Inc.||N. Andover, MA||Jan 2015 - Current||3|
|New England Securities||Boston, MA||Jul 2007 - Current||10|
|Axa Advisors, LLC||New York, NY||Jun 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 2003|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV