Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristan? Claim Your ProfileKristan Leigh Anderson is a financial advisor in McLean, VA and has been in the industry for over 23 years. Kristan Anderson is registered with West Financial Services, Inc. Kristan Anderson has a Series 65 license and is a Certified Financial Planner. Kristan Anderson's specializations are in the areas of retirement planning, estate planning and college savings.
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.
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VA
11/03/2005 - Present
West Financial Services, Inc. (MCLEAN VA)
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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