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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 Marie Dunder is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Kristen is located in Eugene, Oregon and has been in the industry since February 1995. Kristen has a wide range of experience working in the financial industry, most recently serving as an associate at Columbia Wealth Advisors and Umpqua Bank. She holds various licenses, including Series 7, 6, 52, 53, 63, and 66 licenses. Kristen offers advisory services including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
10/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Eugene OR)
OR
07/17/2017 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (EUGENE OR)
ID
06/03/2010 - 06/30/2017
CETERA INVESTMENT SERVICES LLC (NAMPA ID)
OR
10/12/2009 - 05/21/2010
CUSO FINANCIAL SERVICES, L.P. (EUGENE OR)
OR
06/22/2004 - 03/17/2009
U.S. BANCORP INVESTMENTS, INC. (EUGENE OR)
MN
09/03/1997 - 12/04/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
12/21/1995 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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