Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Diane Sullivan is a financial advisor with Larson Financial Group, LLC. Kristin has been in the financial services industry since 2014. Kristin is registered with the state of Missouri and holds the Series 63, Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses. Larson Financial Group, LLC is a financial advisory firm based in Saint Louis, Missouri. They provide a range of financial planning and investment management services to individuals, families, 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.
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.
1
2
MO
05/06/2019 - Present
Larson Financial Group, LLC (CHESTERFIELD MO)
MO
02/26/2018 - 05/03/2019
SMITH, MOORE & CO. (CLAYTON MO)
MO
03/28/2014 - 01/24/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 04/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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