Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Jeanne Sanchez is a financial advisor who has been in the industry since December 22, 2014. Kristen is currently registered with Manning & Napier Investor Services, Inc. in Fairport, NY and holds Series 6, SIE, and Series 63 licenses. Kristen has been registered with the state of New York since April 7, 2015.
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.
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.
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NY
12/23/2014 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
BC
Issued 04/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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