Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Worth is a financial advisor with Flywheel Private Wealth LLC. Kristen has been working in the financial industry since 2003 and has a strong background in portfolio management, financial planning, and investment advisory services. She is registered with the state of California and holds the Series 65, 63, 66, 7, 9, 10, and 99TO licenses. Kristen is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Kristen has previously worked at WELLS FARGO CLEARING SERVICES, LLC, SAGEPOINT FINANCIAL, INC., and WACHOVIA SECURITIES, 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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2023 - Present
Flywheel Private Wealth LLC (LOS ALTOS CA)
CA
01/22/2013 - 07/05/2023
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
03/01/2007 - 01/22/2013
SAGEPOINT FINANCIAL, INC. (ROSEVILLE CA)
CA
07/16/2004 - 02/14/2007
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NJ
07/14/2003 - 06/07/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 02/20/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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