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 Wilson is a financial advisor with over 20 years of experience in the industry. Kristen has a broad range of experience and holds multiple licenses including Series 7, Series 63, Series 65 and Series 66 licenses. Kristen is currently registered with LPL Financial LLC. Kristen has previously worked at Park Avenue Securities LLC, MONY Securities Corporation and H.D. Vest Investment Services. Kristen is dedicated to providing personalized financial advice to her clients and helping 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.
Consulting and other non-discretionary advisory services
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.
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CA
01/01/2025 - Present
LPL Financial LLC (SEAL BEACH CA)
CA
06/04/2004 - 10/17/2007
PARK AVENUE SECURITIES LLC (IRVINE CA)
NY
12/05/2002 - 08/29/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
TX
10/27/1999 - 11/05/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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