Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Marie Koch is a financial advisor with over 12 years of experience in the industry. Kristen is currently registered with Franklin Distributors, LLC. Kristen holds the Series 6, 7 and 63 licenses as well as the SIE. Previously, Kristen was registered with FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. and FRANKLIN/TEMPLETON DISTRIBUTORS, INC..
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.
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.
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2
CA
07/07/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
03/03/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
02/12/2013 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
11/11/2010 - 09/26/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 11/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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