Resumes
Resumes
![Kayse Kress Photo 1 Kayse Kress Photo 1](/img/not-found.png)
Partner
View pageLocation:
281 Farmington Ave, Farmington, CT 06032
Industry:
Financial Services
Work:
KR Wealth Management, LLC since Jul 2006
LPL Financial Adviser
LPL Financial Adviser
Education:
Central Connecticut State University 2002 - 2006
B.S., Marketing
B.S., Marketing
Skills:
Strategic Financial Planning
Wealth Management
Portfolio Management
Finance
Investments
Securities
Small Business
Retirement Planning
Mutual Funds
401K
Wealth Management
Portfolio Management
Finance
Investments
Securities
Small Business
Retirement Planning
Mutual Funds
401K
Languages:
English
Certifications:
Certified Financial Planner™
Series 65 - Uniform Investment Adviser Law Examination
Behavorial Financial Advisor™
The Certified Financial Planner Board of Standards, Inc.
The North American Securities Administrators Association (Nasaa)
Series 65 - Uniform Investment Adviser Law Examination
Behavorial Financial Advisor™
The Certified Financial Planner Board of Standards, Inc.
The North American Securities Administrators Association (Nasaa)