Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Chantelle Nelson is a financial advisor with Charles Schwab & CO., Inc. Kristi has been in the industry since 2009 and is registered with FINRA. Kristi is a Series 6, Series 7 and SIE licensed representative. Kristi's current role is with Charles Schwab & CO., Inc. in Lone Tree, CO. Kristi previously worked at OppenheimerFunds Distributor, Inc. Kristi has a diverse background, working in a variety of roles including Financial Planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
12/02/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
08/22/1996 - 01/15/2003
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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