Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Merrick is a financial advisor with Kestra Advisory Services, LLC. Kristin has over 14 years of experience in the financial services industry. Kristin holds Series 3, 7, 63, and 66 licenses and is registered in 20 states. Kristin also holds a SIE license. Kristin specializes in financial planning, investment management, and portfolio management for individuals and businesses. Kristin is also a co-founder of Women Work F#cking Hard. Prior to joining Kestra Advisory Services, LLC, Kristin worked as a financial advisor for Raymond James Financial Services Advisors Inc. and Morgan Stanley & Co. Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
09/28/2015 - 10/15/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRFIELD NJ)
NY
08/25/2009 - 04/08/2015
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/19/2009 - 07/08/2009
STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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