Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Baker Diamond is a financial advisor with Raymond James Financial Services Advisors, Inc. in Maryville, Tennessee. Kristen has over 13 years of experience in the financial services industry. Kristen is a Registered Representative and Investment Advisor Representative in the state of Tennessee. Kristen holds a Series 6, 7, and 63 license and is also a Series 65 licensed Investment Advisor Representative. Kristen has previously worked for First Horizon Advisors, Inc., NYLIFE Securities LLC, First Tennessee, and Pinnacle Bank in Maryville, Tennessee and Pinnacle Financial Partners/Pinnacle Bank and Pinnacle Asset Management in Oak Ridge, Tennessee. Kristen is dedicated to helping her clients achieve 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
06/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Maryville TN)
TN
09/09/2010 - 06/30/2020
FIRST HORIZON ADVISORS, INC. (MARYVILLE TN)
TN
08/10/2007 - 07/07/2010
NYLIFE SECURITIES LLC (KNOXVILLE TN)
IA
Issued 2/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/9/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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