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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Chatman is a financial advisor with over 20 years of experience in the industry. Kristen has been with Morgan Stanley since 2009. Kristen holds Series 7, 31, 63, and 65 licenses and the SIE. Kristen specializes in a variety of financial services including asset allocation, financial planning, and portfolio management for businesses and individuals. Kristen also has experience working with investment companies and charitable organizations. Kristen is registered to provide investment advice in 30 states and territories.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
04/19/2012 - Present
Morgan Stanley (Grand Rapids MI)
MI
03/20/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
IA
Issued 03/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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