Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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