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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 Doyle is an advisor with Ameriprise Financial Services, LLC. Kristen has been in the financial services industry for 9 years. Kristen holds Series 6, 7, 63, 66 and SIE licenses. Kristen's career includes experience with a number of prominent firms, including LPL Financial, Fidelity Investments Institutional Services Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, AIG SunAmerica Capital Services, Inc., Tower Square Securities, Inc., Citigroup Global Markets Inc. and New England Securities. Kristen has a demonstrated record of serving clients across various industries, including corporations, individuals, trusts, and estates. Kristen has a commitment to providing comprehensive financial planning services, including asset allocation services, retirement planning, and college savings strategies.
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
CA
10/16/2023 - Present
Ameriprise Financial Services, LLC (Roseville CA)
CA
06/22/2021 - 07/08/2022
LPL FINANCIAL LLC (ROSEVILLE CA)
RI
09/17/2008 - 04/30/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CA
11/08/2006 - 07/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CASTRO VALLEY CA)
NJ
06/10/2005 - 10/12/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
02/04/2004 - 06/14/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
03/28/2002 - 07/30/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/24/2001 - 05/30/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 09/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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