Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Ann Tangen is a financial advisor with Wells Fargo Clearing Services, LLC in El Dorado Hills, CA. Kristin has been in the financial industry since 1989 and holds Series 7, Series 63, and Series 65 licenses. Kristin's previous experience includes Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Marketing One Securities, Inc., Security Pacific Investments, Inc., Great Western Financial Securities Corporation, and Dean Witter Reynolds Inc. Kristin specializes in providing financial advice to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
1
2
CA
11/03/2016 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EL DORADO HILLS CA)
CA
10/25/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
02/06/1992 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
03/27/1990 - 07/18/1990
SECURITY PACIFIC INVESTMENTS, INC. (OAKLAND CA)
CA
05/18/1988 - 03/14/1990
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
10/20/1987 - 05/26/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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