Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Gordon is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kristen has been in the financial services industry since August 2013. Kristen has a Series 7, Series 66, and SIE license and holds licenses in 29 states. Kristen has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Kristen specializes in investment consulting services to institutional clients, financial planning, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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.
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2
IL
01/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON IL)
IL
08/09/2013 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (PEORIA IL)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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