Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Danielle Sanders is a financial advisor with Ameritas Advisory Services, LLC. She has been in the industry since 2005 and holds licenses to operate in several states. She has worked for two firms during her career, PFS INVESTMENTS INC. and Ameritas Advisory Services, LLC. Kristen is a registered representative and investment advisor representative and has completed multiple financial industry exams, including the Series 6, 7, 52, 63, 66, and SIE. She has worked with clients in several industries, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kristen also has a farming business, Big S Farm Enterprise, LLC.
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.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
OH
02/15/2005 - 10/06/2006
PFS INVESTMENTS INC. (CINCINNATI OH)
BOTH
Issued 07/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristen Sanders is the right advisor for you? Invested Better is here to help.
