Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Ellen Gulbran is a financial advisor with Eagle Strategies LLC. Kristen has been in the financial services industry since 1993 and has a wide range of experience. Kristen is licensed to provide investment advice and securities services in multiple states across the country. Kristen is a registered representative with FINRA, has a Series 6, 63 and 65 license and a SIE certification. In addition to her financial advisory work, Kristen is also a board member at First Church of Christ, Scientist, Mercer Island. Kristen works with a variety of clients, including individuals, families, businesses, and charitable organizations. Kristen specializes in financial planning, investment management, and retirement planning.
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.
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.
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WA
08/09/2007 - Present
Eagle Strategies LLC (BELLEVUE WA)
IA
Issued 08/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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