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 Koesters is a financial advisor with Charles Schwab & CO., Inc. Kristen has been in the financial industry for more than 2 years. Kristen holds the following licenses and certifications: Series 63, Series 66, Series 7, Series 9, Series 10, and SIE. Kristen is also a Certified Financial Planner. Kristen is registered in 51 states as well as in the District of Columbia. Kristen's current office location is 3000 Schwab Way in Westlake, TX. Kristen has been with Charles Schwab & CO., Inc. since July 2019. Kristen has experience providing financial planning and investment advice to individuals. Kristen has experience providing financial planning services through a wrap fee program and as a financial planning advisor referral program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/27/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 05/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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