
Kristen Grattonemail
110 Blackhawk Road
Beaver Falls, PA 15010
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to help you make financial decisions that will prepare you for your financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to help meet their current needs, and more importantly, their future needs.
Qualifications/Designations:
Global University, BA
FINRASeries 7 (General Securities Representative)
FINRASeries 6 (Investment Co. / Variable Contract Representative)
FINRASeries 63 (Uniform Securities Agent State Law Examination)
FINRASeries 65 (Uniform Investment Advisor Law Examination)
Languages:
- English
Credentials:
- ChFC®
- CFP®
- RICP®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
Check the background of this investment professional on FINRA’s BrokerCheck
See Kristen’s Licenses and DisclosuresConnect with Kristen
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