Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Tomlinson has been in the financial services industry since 2000. Currently, Kristi is a registered representative for Fidelity Personal And Workplace Advisors, where Kristi has been since 2018. Kristi's experience includes time at Questar Capital Corporation, LPL Financial LLC, UVEST Financial Services Group, Inc., Edward Jones, and PrimeVest Financial Services, Inc. Kristi holds FINRA Series 6, 7, 63, and 66 licenses and has also passed the SIE exam. Kristi is registered with the State of Texas as an investment adviser representative.
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.
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.
1
2
TX
07/15/2018 - Present
Fidelity Personal AND Workplace Advisors (IRVING TX)
TX
07/23/2013 - 05/15/2018
QUESTAR CAPITAL CORPORATION (ROANOKE TX)
TX
07/05/2011 - 07/22/2013
LPL FINANCIAL LLC (ATHENS TX)
TX
03/11/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ATHENS TX)
TX
02/28/2002 - 03/13/2009
EDWARD JONES (WILLS POINT TX)
MN
04/24/2000 - 11/29/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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