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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 Andrejev is a financial advisor at Creative Planning, a firm with offices in McLean, VA and Overland Park, KS. Kristen has been a financial advisor for over 20 years and has experience working with individuals, families, businesses and institutions. She is also a Certified Financial Planner. Kristen has previously worked at HarrisDirect LLC, Capitol Securities Management, Inc., FSC Securities Corporation, Alexandra Armstrong Associates, Inc., and Manna Financial Services Corporation. Kristen is registered as an investment advisor representative in Texas and Virginia. Kristen specializes in providing financial planning, portfolio management, and retirement planning services.
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.
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2
VA
04/19/2021 - Present
Creative Planning (MCLEAN VA)
NJ
02/14/2003 - 10/01/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
VA
12/18/2000 - 04/02/2001
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
GA
04/17/1991 - 01/03/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
07/03/1986 - 04/29/1991
ALEXANDRA ARMSTRONG ASSOCIATES, INC.
NA
10/01/1985 - 07/02/1986
MANNA FINANCIAL SERVICES CORPORATION
NA
04/30/1984 - 09/30/1985
MANEQUITY, INC.
BC
Issued 05/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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