Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristi Ann Nash

Kestra Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristi? Claim Your Profile

About Kristi Ann Nash

Kristi Nash is a registered representative with Kestra Investment Services, LLC. Kristi has been in the financial services industry since 2005 and has held registrations with a number of firms. Kristi's experience includes working with clients in Kalamazoo, Michigan.

Firm Information

Kristi Nash is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristi Nash’s Registration & Firm History

MI

04/18/2016 - Present

Kestra Investment Services, LLC (KALAMAZOO MI)

MI

09/26/2011 - 05/02/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (KALAMAZOO MI)

MI

02/22/2011 - 09/15/2011

LPL FINANCIAL LLC (PORTAGE MI)

MI

03/18/2010 - 02/09/2011

AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)

MI

10/08/2008 - 01/05/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)

MI

08/30/2005 - 09/25/2008

INTERSECURITIES, INC. (KALAMAZOO MI)

Not sure if Kristi Ann Nash is right for you?

Licenses & Designations

BC

Issued 01/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Kristi Ann Nash. Review regulatory record here.
Not sure if Kristi Ann Nash is right for you?