Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Audrey Petersen is a financial advisor in Clackamas, OR with Ameriprise Financial Services, LLC. Kristin has been in the industry for over 4 years and has a Series 7, Series 66, and SIE. Kristin has a diverse background with prior experience at Emerson House, Portland State University, Clackamas Community College, and Kroger. Kristin is also registered with the states of Oregon and Washington and is active in both broker-dealer and investment advisor capacities.
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.
1
2
OR
07/02/2024 - Present
Ameriprise Financial Services, LLC (Clackamas OR)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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