Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Billette is a financial advisor with Cross Financial Advisors in Beaverton, Oregon. Kari has been in the financial services industry since December 2021. Kari holds the Series 63, Series 65, and Series 6TO securities licenses. Kari also holds the SIE exam. Kari provides financial planning and portfolio management services to individuals, businesses, and trusts.
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.
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.
A percentage of the total value of assets under management is charged.
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OR
06/22/2022 - Present
Cross Financial Advisors (BEAVERTON OR)
IA
Issued 04/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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