Unclaimed
Kristi Remus is a financial advisor with over 25 years of experience in the financial services industry. Kristi is currently registered with Lasalle St. Investment Advisors, LLC. Kristi is a Registered Representative in the state of Minnesota and is licensed to provide investment advice. Previously, Kristi was employed with PRUCO SECURITIES CORPORATION in Newark, NJ. Kristi has a strong background in investment planning, including experience in securities, insurance, and investment company products. Kristi has also served the community by working as a fixed insurance agent at Bridgewater Bank in Minnetonka, MN.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
03/20/2024 - Present
Lasalle ST. Investment Advisors, LLC (Minnetonka MN)
NJ
04/01/1997 - 08/14/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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