Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Gillis-phelps has been in the financial services industry since October 6, 2000. She has a strong track record of success, having previously worked for Raymond James Financial Services, Inc. and American Express Financial Advisors Inc. Kristina holds the Series 66, Series 7 and SIE licenses. Kristina is currently registered with Lion Street Financial, LLC and is licensed to provide financial advice in Virginia.
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.
1
2
TX
05/05/2021 - Present
Lion Street Financial, LLC (AUSTIN TX)
VA
06/18/2004 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
MN
10/18/2002 - 05/24/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2002 - 05/24/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
03/13/2002 - 09/25/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
04/20/2000 - 03/12/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/2000 - 03/12/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristina Gillis-phelps is the right advisor for you? Invested Better is here to help.
