Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Ann Denham is a financial advisor registered with LPL Financial LLC. Kristi has been a registered representative in the financial industry since November 22, 2016. Kristi is currently registered with LPL Financial LLC and has previously been registered with FIRST DALLAS SECURITIES INCORPORATED and UBS FINANCIAL SERVICES INC. Kristi has a Series 66, SIE, and Series 7 license. Kristi is currently registered in 17 states and is active in both broker-dealer and investment advisor capacities. Kristi is part of the Jal Dennis Group Investment Services and Inspired Wealth Management LLC. Kristi provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
TX
04/26/2019 - Present
LPL Financial LLC (WYLIE TX)
TX
04/05/2018 - 05/01/2019
FIRST DALLAS SECURITIES INCORPORATED (DALLAS TX)
TX
11/23/2016 - 04/11/2018
UBS FINANCIAL SERVICES INC. (PLANO TX)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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