Unclaimed
Kirsten Bartoe is a financial professional with Truist Securities, Inc., and has been in the industry since March 7, 2013. Kirsten is licensed in 52 states and holds Series 7, 79, and SIE licenses. Kirsten is dedicated to providing clients with personalized investment advice and guidance to help them reach their financial goals.
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.
1
2
NC
03/08/2013 - Present
Truist Securities, Inc. (CHARLOTTE NC)
BC
Issued 08/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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