Unclaimed
Kristen Silhavey is a financial advisor at LPL Financial LLC. Kristen has been working in the financial services industry since January 2012. Kristen has a Series 7, Series 66, and a SIE license. Kristen specializes in financial planning, portfolio management, and pension consulting. Kristen has experience working with individuals, businesses, and charitable organizations. Kristen has also worked with Waddell & Reed Inc and various insurance carriers for Waddell & Reed Insurance Agencies. Kristen is also a registered representative with FINRA and the state of Oklahoma.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
07/21/2021 - Present
LPL Financial LLC (LAWTON OK)
OK
01/25/2012 - 07/21/2021
WADDELL & REED (LAWTON OK)
BOTH
Issued 04/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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