Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristee? Claim Your ProfileCristee Coates is a financial advisor with over 30 years of experience in the industry. She currently works with LPL Financial LLC and holds registrations in Kansas, Texas, and several other states. Cristee Coates is also registered as an Investment Advisor Representative (IAR) in Kansas and Texas. In addition to her current employment with LPL Financial, Cristee Coates has previous experience at Waddell & Reed. Cristee Coates has passed the Series 6, 7, 63, and 65 exams and has a wide range of experience serving various clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
07/21/2021 - Present
LPL Financial LLC (SALINA KS)
KS
07/06/1988 - 07/21/2021
WADDELL & REED (GREENSBURG KS)
IA
Issued 07/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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