Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Freeman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kristen has been in the financial industry since June 4, 1999 and has a wide range of experience, including prior roles at UBS Financial Services Inc., First Providence Financial Group, LLC, Walsh Manning Securities, LLC, and D. H. Blair & Co., Inc. Kristen has a strong track record of success and is committed to providing her clients with the highest level of service.
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
AZ
03/04/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
NM
08/11/2003 - 02/08/2024
UBS FINANCIAL SERVICES INC. (ALBUQUERQUE NM)
NY
11/11/1998 - 10/29/2001
FIRST PROVIDENCE FINANCIAL GROUP, LLC (PORT WASHINGTON NY)
NA
02/18/1998 - 08/04/1998
WALSH MANNING SECURITIES, LLC
NY
04/23/1997 - 02/13/1998
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 12/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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