Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kris? Claim Your ProfileKris Alan Persinger is a financial advisor with over 30 years of experience in the industry. Kris is currently registered with Lexaurum Advisors and has previously worked with CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., VSR FINANCIAL SERVICES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, ROBERT W. BAIRD & CO. INCORPORATED, FIRST UNION BROKERAGE SERVICES, INC., SOUTHEAST BANK BROKERAGE SERVICE, INC. and J. B. HANAUER & CO.. Kris holds the Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner. Kris has a broad range of experience in financial planning, investment management, and insurance sales. Kris specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Monthly fee
1
2
KS
04/19/2021 - Present
Lexaurum Advisors (OVERLAND PARK KS)
DC
09/20/2019 - 04/21/2021
CETERA ADVISOR NETWORKS LLC (WASHINGTON DC)
DC
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WASHINGTON DC)
DC
07/24/2008 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (WASHINGTON DC)
VA
01/27/2003 - 07/09/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MCLEAN VA)
WI
03/10/1995 - 01/28/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NC
10/29/1991 - 12/23/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
11/14/1988 - 10/31/1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
NA
09/24/1987 - 05/03/1988
J. B. HANAUER & CO.
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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