Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Carithers is a financial advisor in Jacksonville, FL. Kristen has been working in the financial services industry for over 7 years. Kristen is currently registered with Merit Financial Advisors and previously worked with LPL FINANCIAL LLC, FIDELITY BROKERAGE SERVICES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kristen holds Series 7 and 66 securities licenses as well as the SIE. Kristen's services include financial planning, pension consulting, and portfolio management for individuals and 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.
Consulting fees
1
2
FL
07/14/2022 - Present
Merit Financial Advisors (Jacksonville FL)
FL
06/01/2022 - 08/16/2024
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
03/21/2022 - 05/03/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
09/14/2020 - 01/27/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
03/02/2017 - 09/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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