Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Wheeler is a financial advisor with Cetera Investment Services LLC. Kristen has been in the industry since 2013, and holds the Series 6, 7TO, and 63 licenses. She has been registered in Pennsylvania, Ohio and Maryland since 2016. Prior to joining Cetera, Kristen worked at CUSO Financial Services, L.P.
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.
1
2
PA
06/16/2016 - Present
Cetera Investment Services LLC (MONROEVILLE PA)
PA
02/22/2013 - 06/09/2016
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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