Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Lynn Chirhart is a financial advisor registered with Ameritas Advisory Services, LLC. Kristen has been working in the financial services industry since August 17, 2006. Kristen has a diverse background and experience with multiple firms including REDWOOD TRADING, LLC, Keating Investments, LLC, and Boom Planning. Kristen has held licenses with multiple states including California, Minnesota, New York, Oregon, Utah, and Virginia. Kristen is also registered with FINRA. Kristen offers financial planning services to individuals and small businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (San Francisco CA)
CA
12/19/2001 - 10/07/2002
REDWOOD TRADING, LLC (SAN FRANCISCO CA)
CO
08/18/2000 - 08/20/2001
KEATING INVESTMENTS, LLC (DENVER CO)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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