Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Habich is a financial advisor with J.p. Morgan Securities LLC, specializing in retirement planning, investment management, and financial planning. Kristen has been in the industry since 2002 and is a Certified Financial Planner and a Chartered Financial Analyst. Kristen holds Series 2, 7, 9, 10, 24, and 63 licenses and is registered in all 50 states and the District of Columbia.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
02/16/2024 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
02/23/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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