Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Campbell is a financial advisor in St. Louis, Missouri with over 25 years of experience in the financial services industry. Kristen is registered with Wells Fargo Advisors Financial Network, LLC. Kristen previously worked for Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., FFP Securities, Inc. and Salomon Smith Barney Inc. Kristen holds Series 3, 7, 9, 10, 63 and 66 licenses. Kristen specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
08/20/2014 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/01/2008 - 08/11/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
11/11/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
11/10/1998 - 11/30/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
NY
05/28/1998 - 11/13/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
12/16/1996 - 05/04/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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