Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Anderson is a financial advisor in Birmingham, MI. She is a registered representative with UBS Financial Services Inc., and has been working in the financial services industry since October 28, 2002. Kristie has passed the Series 7, Series 63, Series 66, and SIE exams. She has a track record of working with a variety of clients, including individuals, families, businesses, and institutions. Previously, Kristie was a financial advisor at WELLS FARGO ADVISORS, LLC. and McDonald Investments Inc. Kristie is committed to providing her clients with personalized financial advice and guidance to help 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.
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.
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.
See schedule d - miscellaneous
1
2
MI
04/27/2016 - Present
UBS Financial Services Inc. (BIRMINGHAM MI)
MI
11/23/2005 - 05/21/2014
WELLS FARGO ADVISORS, LLC (BIRMINGHAM MI)
OH
11/22/2000 - 12/05/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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