Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Friese Gannon is a financial professional with over 20 years of experience in the industry. Kristin is currently registered with Eastdil Secured Advisors LLC and has been since 2019. Before that, Kristin was registered with Wells Fargo Securities, LLC, Dean Bradley Osborne Partners LLC, Goldman, Sachs & Co. and Morgan Stanley & Co., Incorporated. Kristin holds licenses for Series 7, Series 24, Series 63, Series 79, and SIE. Kristin is licensed in 51 states.
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.
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.
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2
CA
10/01/2019 - Present
Eastdil Secured Advisors LLC (San Francisco CA)
CA
09/02/2015 - 10/01/2019
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
12/14/2012 - 09/14/2015
DEAN BRADLEY OSBORNE PARTNERS LLC (SAN FRANCISCO CA)
NY
07/03/2006 - 03/07/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/24/1998 - 06/16/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
10/02/1997 - 09/01/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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