Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Mungovan is a financial advisor who is registered in Colorado and affiliated with TIAA-CREF Individual & Institutional Services, LLC. Kristen has been in the industry since July 2004 and has expertise in various areas, including fixed income, mutual funds, and variable annuities. Kristen has a strong focus on helping individuals and businesses achieve their financial goals. Kristen is a committed professional with a passion for guiding clients towards their financial success.
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.
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.
Compensation from affiliates
1
2
CO
03/09/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/06/2007 - 05/19/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
07/12/2002 - 12/05/2006
METLIFE SECURITIES INC. (DENVER CO)
CO
07/12/2002 - 12/05/2006
METROPOLITAN LIFE INSURANCE COMPANY (DENVER CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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