Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Dawn Hefley is a financial advisor with Raymond James Financial Services, Inc. Kristi has been in the industry since 2000 and has a strong track record of providing financial advice to individuals and families. Kristi holds a Series 7 and Series 63 license and is registered to conduct business in Arizona, Arkansas, Missouri, New Mexico, and Texas. Kristi is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
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2
TX
03/15/2012 - Present
Raymond James Financial Services, Inc. (LUBBOCK TX)
TX
01/03/2011 - 03/13/2012
WELLS FARGO ADVISORS, LLC (LUBBOCK TX)
TX
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LUBBOCK TX)
MN
07/11/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 03/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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