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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Garrett is a financial advisor with EP Wealth Advisors. Kristie has been in the financial services industry since 2000 and has a wide range of experience in investment management, financial planning, and retirement planning. Kristie is a Certified Financial Planner and holds the Series 7, 24, 4, 51, and 66 securities licenses. Kristie is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Retirement plan advisory services & tax preparation services
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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WA
12/05/2023 - Present
EP Wealth Advisors (Seattle WA)
WA
01/07/2000 - 05/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
MN
01/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/18/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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