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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Leigh Fox is a financial advisor in Downers Grove, IL. Kristen has been in the industry since February 14, 2008, and is currently registered with LPL Financial LLC. Kristen holds the Series 7, Series 63, Series 65, and Series 66 licenses and is a Certified Financial Planner. Kristen has been a financial advisor for over 15 years, and has a passion for helping individuals and families achieve their financial goals. Kristen's experience and expertise in the financial services industry gives her a comprehensive understanding of the complex world of finance and allows her to provide clients with personalized financial advice that meets their unique needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/26/2019 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
12/17/2018 - 03/11/2019
COMMONWEALTH FINANCIAL NETWORK (Oak Brook IL)
IL
05/16/2017 - 12/21/2018
LPL FINANCIAL LLC (OAK BROOK IL)
IL
07/15/2002 - 09/01/2004
JAMES T. BORELLO & CO. (EAST DUNDEE IL)
PA
06/04/1999 - 09/19/2000
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IL
07/27/1993 - 07/20/1999
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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