Unclaimed
Kristin Sanderson is a financial advisor registered with the state of Tennessee and Texas. Kristin works with PKS Advisory Services, LLC, and is focused on providing financial planning, portfolio management for businesses and individuals, and pension consulting services.
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.
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
TN
12/20/2023 - Present
PKS Advisory Services, LLC (Nashville TN)
TN
06/27/2020 - 07/26/2022
PFS INVESTMENTS INC. (BRENTWOOD TN)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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