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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 Daniels is a financial advisor with over 35 years of experience in the financial services industry. Kristen has worked with Cetera Investment Services LLC, Cetera Investment Advisers LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, and Cetera Advisors Networks LLC. Kristen currently holds registrations as a Registered Representative in both Minnesota and Texas, and is also registered as an Investment Advisor Representative in Minnesota and Texas. Kristen holds licenses for Series 4, 7, 24, 53, 55, 57TO, and 63 examinations, and has also passed the Securities Industry Essentials exam. Kristen is also a registered principal for Cetera Investment Advisers LLC. Kristen specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kristen is committed to providing her clients with personalized financial advice and guidance to help them achieve 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.
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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MN
01/12/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
05/16/2018 - 12/09/2020
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
04/28/2017 - 12/09/2020
CETERA ADVISORS LLC (ST CLOUD MN)
MN
05/15/2018 - 07/01/2020
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
08/21/2009 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
05/03/1999 - 09/08/2003
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
08/29/1996 - 04/30/1999
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
02/22/1991 - 04/30/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
03/25/1987 - 02/21/1991
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/1996
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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