Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Evans is a financial advisor registered in the state of Texas. Kristen has been working in the financial industry since March 2019 and is currently affiliated with Charles Schwab & CO., Inc.. Kristen has experience with a number of firms including Wells Fargo Clearing Services, LLC and Charles Schwab Premier Bank, SSB. Kristen is a Series 7, 66, and SIE licensed professional.
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
09/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/16/2019 - 09/22/2022
WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)
TX
01/24/2019 - 04/11/2019
WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)
BOTH
Issued 05/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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