Unclaimed
Kristi Cranford is a financial advisor with Benjamin F. Edwards & Company, Inc. located in Sierra Vista, AZ. Kristi has been in the financial services industry since 2002. Her previous experience includes roles at BBVA Compass Investment Solutions, Inc., Farmers Financial Solutions, LLC, and Banc of America Investment Services, Inc.. Kristi holds licenses to provide investment advice in various states and has passed multiple industry exams. Her expertise includes financial planning, portfolio management, and pension consulting. Kristi is dedicated to providing personalized financial advice to individuals, families, and businesses.
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.
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
AZ
09/27/2019 - Present
Benjamin F. Edwards & Company, Inc. (Sierra Vista AZ)
AZ
04/16/2010 - 07/02/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SIERRA VISTA AZ)
AZ
06/22/2009 - 03/03/2010
FARMERS FINANCIAL SOLUTIONS, LLC (TUCSON AZ)
AZ
03/25/2002 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TUCSON AZ)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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