Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Wilson Risher is a registered representative with Wells Fargo Clearing Services, LLC. Kristen is a licensed investment advisor with over 12 years of experience in the financial services industry. Kristen's areas of expertise include portfolio management, investment planning and financial planning. Kristen has been registered in South Carolina since 2006. Kristen holds the Series 7, Series 63, Series 9, Series 10 and SIE licenses. Kristen is also a registered investment advisor in South Carolina.
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.
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.
Investment consulting services to institutional clients
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
SC
04/05/2018 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
SC
03/06/2006 - 03/23/2018
EDWARD JONES (PAWLEYS ISLAND SC)
BOTH
Issued 04/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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