Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Nicole Duncan is a financial advisor who has been in the industry since 2007. Currently, Kristen is registered with TIAA-CREF Individual & Institutional Services, LLC, and is located in Frisco, TX. Kristen has a strong background in the financial services industry, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and BBVA Securities 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
11/09/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
02/16/2022 - 10/26/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/12/2018 - 12/22/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
MI
07/08/2014 - 11/08/2018
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
TX
10/30/2013 - 05/07/2014
BBVA SECURITIES INC. (IRVING TX)
IN
08/05/2010 - 03/11/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
TX
08/23/2007 - 08/03/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
OH
06/16/2006 - 05/15/2007
WOODBURY FINANCIAL SERVICES, INC. (MASON OH)
BOTH
Issued 03/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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