Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Wheeler is a financial professional with over 15 years of experience in the financial services industry. Kristin has a Series 7, Series 63, and SIE license. Kristin Wheeler currently works at Alliance-ONE Investments, LLC. Previously, Kristin Wheeler worked at JBS Liberty Securities, Inc., Synergy Investment Group, LLC, RBC Centura Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Charles Schwab & Co., 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.
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
OK
06/03/2019 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
SC
07/30/2015 - 06/09/2017
JBS LIBERTY SECURITIES, INC. (GREENVILLE SC)
SC
01/05/2012 - 06/03/2013
JBS LIBERTY SECURITIES, INC. (GREENVILLE SC)
SC
03/27/2007 - 12/31/2011
SYNERGY INVESTMENT GROUP, LLC (GREENVILLE SC)
NC
03/02/2004 - 01/04/2006
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
MA
07/05/2001 - 08/12/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/05/2001 - 08/12/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
04/26/2000 - 11/15/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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