Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiersten? Claim Your ProfileKiersten Crum is an Investment Advisor Representative associated with USA Financial Securities LLC. Kiersten has been in the industry since December 2019. Kiersten is registered with the state of Missouri as an Investment Advisor Representative. Kiersten earned the Series 65 license and holds the Uniform Investment Adviser Law Examination certification. The firm is located in Ada, Michigan, and offers financial planning, portfolio management for individuals, and selection of other advisers. Kiersten's previous employers include SRG Financial Advisors and Self Employment - Stonk Queen.
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.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
08/26/2024 - Present
USA Financial Securities LLC (Osage Beach MO)
IA
Issued 08/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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