Unclaimed
Kiersten Christensen is a financial professional with experience in the financial services industry. Kiersten holds licenses for Series 63, Series 7, and Series 7TO exams, and is currently registered with BNY Mellon Securities Corp., a firm with a strong reputation in the industry. Prior to joining BNY Mellon Securities Corp., Kiersten was employed by Eaton Vance Distributors, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/25/2020 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
11/19/2014 - 05/18/2016
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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