Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Marie Pearson is a registered representative with Invicta Advisors LLC. Kristin has been working in the financial services industry for over 20 years and has a strong background in providing investment advice to individuals, families and businesses. Prior to joining Invicta Advisors, Kristin worked at several other firms including FSC Securities Corporation, Trustmont Financial Group, Inc., Hayden Stone & Co., LLC, and Gunnallen Financial, Inc.
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.
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.
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2
PA
11/16/2018 - Present
Invicta Advisors LLC (OAKMONT PA)
PA
11/26/2014 - 12/31/2017
FSC SECURITIES CORPORATION (PITTSBURGH PA)
PA
08/01/2013 - 09/08/2014
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
05/13/2010 - 02/15/2013
HAYDEN STONE & CO., LLC (PITTSBURGH PA)
PA
04/27/2005 - 03/30/2010
GUNNALLEN FINANCIAL, INC (PITTSBURGH PA)
WI
07/31/2003 - 04/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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