Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Tidwell is a financial advisor who has been in the industry since 2000. Kristi has a strong background in the financial services industry and is currently registered with The Colony Group, LLC in Illinois and Mississippi. Kristi holds Series 7, 24 and 63 licenses. Kristi has previously worked with other firms including Stanford Group Company and FSC Securities Corporation.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
IL
07/01/2024 - Present
THE Colony Group, LLC (DEERFIELD IL)
MS
06/08/2006 - 06/03/2008
STANFORD GROUP COMPANY (JACKSON MS)
MS
02/11/2000 - 07/07/2006
FSC SECURITIES CORPORATION (JACKSON MS)
BC
Issued 05/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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