Kristen K. Gratton, CFP, ChFC, RICP, CPFA

Kristen Gratton is the brains behind the operation. She has earned the following designations: CFP, ChFC, CPFA, and RICP.  Kristen has proven that she loves education and learning and enjoys using her knowledge to help our clients meet their financial goals.

Qualifications/Designations:

Global University, BA

FINRA Series 7 (General Securities Representative)

FINRA Series 6 (Investment Co. / Variable Contract Representative)

FINRA Series 63 (Uniform Securities Agent State Law Examination)

FINRA Series 65 (Uniform Investment Advisor Law Examination)

I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org).

Supervisory address: Six PPG Place, Suite 600, Pittsburgh, PA  15222 412-562-1600.