Unclaimed
Kristen McGarry is a financial advisor with Pacific Select Distributors, LLC, based in Newport Beach, California. Kristen is licensed to provide financial advice in Connecticut, Massachusetts, New Hampshire, and Rhode Island. Kristen joined Pacific Select Distributors in December of 2007, bringing over 10 years of experience in the financial services industry. Kristen holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Exam.
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
12/18/2007 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CO
01/09/2007 - 12/20/2007
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IL
06/28/2005 - 01/03/2007
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
PA
04/02/2003 - 06/30/2005
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CA
07/30/1998 - 05/20/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
05/15/1997 - 06/24/1998
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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