Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Janae Watson is a financial advisor with over a year of experience in the industry. Kristen is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in Colorado and Texas. Kristen previously worked with Wells Fargo Clearing Services, LLC and Edward Jones Investments. Kristen specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Kristen has earned the Series 7TO, Series 66, and SIE licenses.
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
CO
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
03/19/2024 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
BOTH
Issued 04/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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