Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Christensen is a financial advisor who has been in the industry since 2000. Kristen is currently registered with Ameriprise Financial Services, LLC. Kristen has held previous registrations with INVESTMENT PROFESSIONALS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and EDWARD JONES. Kristen has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the General Securities Principal Examination. Kristen is currently licensed in Colorado, Maryland, Missouri, Ohio, Texas, Virginia, Washington, and Wisconsin. Kristen specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
06/22/2018 - Present
Ameriprise Financial Services, LLC (Hondo TX)
TX
08/19/2008 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (New Braunfels TX)
TX
10/03/2001 - 08/19/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND TX)
MO
10/11/2000 - 07/23/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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