Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Prevallet is a financial advisor with LPL Financial LLC in Birmingham, Alabama. Kirsten has been in the industry since 2007 and has a wide range of experience. Kirsten is registered with the state of Alabama and holds the Series 6, Series 7, and Series 63 licenses. Kirsten previously worked with CETERA ADVISORS LLC and AMSOUTH INVESTMENT SERVICES, INC. LPL Financial LLC is a leading independent broker-dealer and registered investment advisor. The firm provides a wide range of financial services to individual investors, businesses, and institutions.
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
AL
06/06/2018 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
08/09/2016 - 06/07/2018
CETERA ADVISORS LLC (BIRMINGHAM AL)
AL
03/02/2015 - 11/13/2015
CETERA ADVISORS LLC (BIRMINGHAM AL)
AL
06/04/2012 - 12/31/2013
CETERA ADVISORS LLC (BIRMINGHAM AL)
AL
07/08/2005 - 12/31/2010
MULTI-FINANCIAL SECURITIES CORPORATION (BIRMINGHAM AL)
AL
11/03/2003 - 05/20/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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