Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Rae Henderson is an Investment Advisor Representative at Madrona Financial & CPAs, and has been in the industry since October 2007. Kristi specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. Kristi offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
11/19/2007 - Present
Madrona Financial & Cpas (EVERETT WA)
IA
Issued 10/11/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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