Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Crockett is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Alpharetta, GA. Kristin has been in the financial industry since 1993. She is a Certified Financial Planner (CFP®) and holds Series 7, Series 63, Series 52 and Series 65 licenses. Kristin has worked with Wells Fargo for over 13 years. Before that, Kristin Crockett worked for Wells Fargo Clearing Services, LLC, Wachovia Securities, Inc. and PaineWebber Incorporated. Kristin Crockett focuses on providing financial planning, investment consulting services to institutional clients, and portfolio management for individuals and businesses.
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.
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2
GA
06/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
06/15/2002 - 06/09/2022
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
NC
09/25/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MI
06/24/1994 - 10/09/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
03/15/1993 - 06/21/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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