Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Suzanne Wise is a financial advisor with Ameriprise Financial Services, LLC. Kristen has been in the financial industry since 2014. Kristen is registered with the state of California as an investment advisor representative (IAR) and as a broker. She also holds the Series 63 and 65 licenses, as well as the SIE and Series 7 licenses. Kristen has experience providing financial advice to individuals, corporations, trusts, estates, insurance companies, and charitable organizations. Her areas of specialization include retirement planning, college savings, investment management, and insurance. Kristen has a strong commitment to helping her clients achieve their financial goals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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CA
01/08/2018 - Present
Ameriprise Financial Services, LLC (SAN DIEGO CA)
CA
10/10/2014 - 12/16/2015
HD VEST INVESTMENT SERVICES (Mission Viejo CA)
IA
Issued 11/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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