Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Renee Sanchez is a registered representative with Morgan Stanley. Kristen has been in the financial services industry since September 12, 2000. Kristen has a Series 7, Series 63, and SIE. Kristen holds licenses in 46 states and is registered in Texas as an investment advisor. Kristen has been with Morgan Stanley since March 2011. Previous employers include FirstMerit Financial Services, Inc., Midwest Financial and Investment Services, Inc., and Raymond James Financial Services, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
08/25/2011 - Present
Morgan Stanley (Chicago IL)
IL
10/08/2010 - 01/14/2011
FIRSTMERIT FINANCIAL SERVICES, INC (MELROSE PARK IL)
IL
05/07/2007 - 10/07/2010
MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (ELMWOOD PARK IL)
IL
06/29/2000 - 05/09/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELMWOOD PARK IL)
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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