Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Kerr Letcher-mcleod is a financial professional with over 6 years of experience in the industry. Kristen is currently registered with U.S. Bancorp Investments, Inc. and is licensed in Kentucky as a Registered Representative and Investment Advisor Representative. Kristen holds the Series 66, Series 7 and SIE licenses, and has previously been registered with MML Investors Services, LLC and MSI Financial Services, Inc. Prior to joining U.S. Bancorp Investments, Inc., Kristen worked at Macys Inc, the Center for Academic and Tutorial Services - University of Kentucky, AllSource / MSI Financial Services, and City National Bank. Kristen is committed to providing personalized financial guidance and helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/04/2018 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
KY
03/25/2017 - 10/25/2017
MML INVESTORS SERVICES, LLC (ASHLAND KY)
KY
09/01/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ASHLAND KY)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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