Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Eileen Allen is a financial advisor with Raymond James Financial Services Advisors, Inc. She has been in the industry since 2016. Kristen Eileen Allen has experience with various financial institutions including Wells Fargo Advisors Financial Network, LLC, Edward Jones, and Robertson Stephens, Inc.. She is registered with the state of Washington and has passed several industry exams, including the Series 66, Series 7, and the Securities Industry Essentials Examination. Kristen Eileen Allen provides financial planning, pension consulting, and portfolio management services to a range of clients including individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
03/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Silverdale WA)
WA
10/21/2016 - 03/21/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SILVERDALE WA)
WA
04/07/2015 - 11/09/2015
EDWARD JONES (SILVERDALE WA)
CA
07/25/2002 - 08/20/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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