Unclaimed
Kristie Lynn Damore is a financial professional with experience in the financial services industry. Kristie is currently registered as a registered representative with W&S Brokerage Services, Inc. and is also an active investment advisor representative. Kristie has previously worked with PFS Investments Inc. as a financial professional. Kristie has passed the Series 63 and Series 65 exams as well as the Series 6TO and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
12/12/2022 - Present
W&S Brokerage Services, Inc. (Troy MI)
MI
08/04/2020 - 10/21/2020
PFS INVESTMENTS INC. (CLINTON TOWNSHIP MI)
IA
Issued 12/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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