Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Joy Holt is a registered Investment Advisor Representative associated with Cottonwood Capital Advisors. Kristen has experience in the financial services industry, having previously worked at firms like Commonwealth Financial Network and Prospera Financial Services, Inc. She holds the Series 7 and Series 65 licenses as well as the Series 63 license. Kristen is a specialist in financial planning and has a strong track record of helping clients meet their financial goals. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial dreams.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/29/2023 - Present
Cottonwood Capital Advisors (IRVING TX)
TX
01/14/2016 - 04/03/2023
COMMONWEALTH FINANCIAL NETWORK (Irving TX)
TX
03/28/2013 - 01/14/2016
PROSPERA FINANCIAL SERVICES, INC. (IRVING TX)
TX
06/16/2009 - 04/11/2013
MORGAN STANLEY (ARLINGTON TX)
IA
Issued 08/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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