Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Wiseheart is a financial advisor who has been in the industry since December 2014. She is currently registered with Empower Financial Services, Inc. and has a Series 7, Series 63 and SIE license. Kristen has previously worked at GWFS Equities, Inc. and Putnam Retail Management Limited Partnership.
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.
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.
1
2
CO
12/11/2017 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
MA
01/02/2015 - 11/21/2017
GWFS EQUITIES, INC. (ANDOVER MA)
MA
11/13/2014 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 02/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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