Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Passavant is a financial advisor with over 20 years of experience in the financial services industry. Kristie is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial services in Alabama, Florida, Georgia, Kentucky, Michigan, Ohio, Oregon, Tennessee and Washington. Kristie has a broad range of experience in providing financial planning and asset management services to a diverse clientele, including high-net-worth individuals, corporations, and trusts. Kristie also specializes in providing financial services to charitable organizations and pension and profit-sharing plans. Kristie is dedicated to helping clients reach their financial goals and objectives through a comprehensive approach to financial planning.
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.
Asset allocation 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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2
AL
02/25/2021 - Present
Ameriprise Financial Services, LLC (Huntsville AL)
AL
11/18/2019 - 11/16/2020
CETERA INVESTMENT SERVICES LLC (Huntsville AL)
AL
02/14/2018 - 11/22/2019
LPL FINANCIAL LLC (HUNTSVILLE AL)
AL
02/26/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (HUNTSVILLE AL)
AL
11/11/2013 - 03/02/2015
LPL FINANCIAL LLC (HUNTSVILLE AL)
AL
11/14/2003 - 11/06/2013
CETERA INVESTMENT SERVICES LLC (HUNTSVILLE AL)
CA
12/05/2002 - 11/28/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
07/02/2002 - 12/04/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/02/2002 - 12/04/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/23/2001 - 01/28/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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