Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Plummer is a financial advisor with Cambridge Investment Research, Inc. in Phoenix, Arizona. Kirsten has been a financial advisor since 2003 and has a broad range of experience in the industry. Kirsten is a Series 63, 7, 6TO, 99TO, and SIE licensed professional. Kirsten was previously with VOYA FINANCIAL PARTNERS, LLC, CHARLES SCHWAB & CO., INC., EDWARD JONES, and NORTHERN TRUST SECURITIES, 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.
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.
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AZ
06/27/2022 - Present
Cambridge Investment Research, Inc. (PHOENIX AZ)
AZ
04/15/2019 - 06/28/2022
VOYA FINANCIAL PARTNERS, LLC (Chandler AZ)
AZ
08/24/2011 - 12/01/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MO
02/05/2003 - 08/09/2011
EDWARD JONES (ST LOUIS MO)
IL
02/28/2002 - 05/17/2002
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
TX
06/19/1998 - 07/31/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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