Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Dailey Hill is a financial advisor with over 13 years of experience in the financial services industry. Kristi is currently registered with Tvamp, LLC, an LPL Financial-affiliated firm. Previously, Kristi was registered with U.S. Bancorp Investments, Inc. and Fifth Third Securities, Inc. Kristi holds Series 7 and 66 licenses and the SIE exam. Kristi specializes in financial planning, pension consulting, and providing portfolio management for individuals and businesses. Kristi also provides support services to Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm.
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.
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2
TN
11/24/2021 - Present
Tvamp, LLC (KNOXVILLE TN)
TN
06/25/2012 - 10/29/2021
U.S. BANCORP INVESTMENTS, INC. (MARYVILLE TN)
FL
07/01/2009 - 06/28/2012
FIFTH THIRD SECURITIES, INC. (SARASOTA FL)
FL
08/28/2008 - 03/17/2009
EDWARD JONES (BRADENTON FL)
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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