Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lee Archer is a financial advisor who has been in the industry since 1998. Kristi is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to this, Kristi worked for CITIGROUP GLOBAL MARKETS INC. from 1998 to 2006. Kristi holds Series 63, 65, 7, 9, 10 and SIE licenses and is registered in 43 states and 2 provinces. Kristi specializes in providing financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/21/2011 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON IL)
IL
06/22/1998 - 04/05/2006
CITIGROUP GLOBAL MARKETS INC. (BLOOMINGTON IL)
IA
Issued 04/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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