Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Hayden is a financial advisor with Stifel, Nicolaus & Company, Inc., based in BELLEVUE, WA. Kari has been in the industry since 1998 and has experience working with individuals, families, and businesses. Kari is registered to provide investment advice in 49 states and has a Series 7 and Series 66 license. Kari is committed to helping clients reach their financial goals.
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.
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.
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2
WA
04/05/2013 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
06/01/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BELLEVUE WA)
WA
01/03/2011 - 06/01/2011
WELLS FARGO ADVISORS, LLC (BELLEVUE WA)
WA
06/16/1998 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
BOTH
Issued 09/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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