Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Nicole Campbell is a financial advisor with Wells Fargo Clearing Services, LLC. Kristin has been in the financial services industry for over 18 years and has experience in various roles, including working with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, PrimeVest Financial Services, Inc., Wells Fargo Investments, LLC, and First Command Financial Planning, Inc. Kristin is a registered representative and investment advisor representative.
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
TX
05/20/2013 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
05/16/2013 - 05/20/2013
BBVA SECURITIES INC. (FORT WORTH TX)
TX
05/14/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)
TX
05/21/2007 - 05/14/2008
PRIMEVEST FINANCIAL SERVICES, INC. (FORT WORTH TX)
TX
12/02/2005 - 05/14/2007
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
TX
08/18/2004 - 11/14/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 11/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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