Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiersten? Claim Your ProfileKiersten Wynn is a registered representative with LPL Financial LLC in Kansas City, Missouri. Kiersten has been in the securities industry since January 18, 2024. Kiersten has passed the Series 66, Series 7TO, and SIE exams. In addition to her role with LPL Financial LLC, Kiersten also works as a cashier at Dae Park Inc. Kiersten's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other non-discretionary advisory services.
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.
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2
MO
05/09/2024 - Present
LPL Financial LLC (KANSAS CITY MO)
BOTH
Issued 05/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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