Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Pool is an investment advisor representative with Arete Wealth Advisors, LLC. Kristi has been in the financial industry for over 20 years. Her previous experience includes positions at Avondale Partners, LLC, FTN Midwest Securities Corp., Raymond James & Associates, Inc., and Banc One Securities Corporation. Kristi is licensed to provide investment advisory services in California, Kansas, and Texas.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
09/04/2024 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
TN
03/26/2008 - 08/24/2009
AVONDALE PARTNERS, LLC (NASHVILLE TN)
TN
08/24/2005 - 05/29/2007
FTN MIDWEST SECURITIES CORP. (MEMPHIS TN)
FL
06/09/2005 - 09/06/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
12/07/1999 - 10/03/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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