Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Lewis Hill is a financial advisor with over 15 years of experience in the financial industry. Kristen is a registered representative with Wells Fargo Clearing Services, LLC and an investment advisor representative with Wells Fargo Advisors LLC. She has passed the Series 63, Series 65, Series 7, and SIE exams, and holds licenses in all 50 states. Kristen specializes in financial planning, investment management, and portfolio management for individuals, businesses, and institutional clients. She offers a variety of financial services to her clients, including investment consulting services, pension consulting, and selection of other advisors. Kristen is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Investment consulting services to institutional clients
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.
1
2
UT
01/25/2012 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
11/16/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
IA
Issued 01/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kristen Hill is the right advisor for you? Invested Better is here to help.
