Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lin Avery is a financial advisor with Western International Securities, Inc. Kristi has been in the financial services industry since December 2005 and has held licenses in both Michigan and California. She is licensed to provide financial advice and services to individuals, businesses, and institutional clients, specializing in portfolio management and financial planning. Kristi is also a licensed insurance agent and has been actively involved in the community.
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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MI
12/12/2024 - Present
Western International Securities, Inc. (Traverse City MI)
MI
12/01/2005 - 08/21/2017
FINANCIAL WEST GROUP (TRAVERSE CITY MI)
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2005
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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