Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Louise Britt is a financial advisor with over 23 years of experience in the industry. She is currently registered with &partners in Nashville, TN and previously worked at WELLS FARGO INVESTMENTS, LLC in Boise, ID. Kristina has a broad range of licenses and designations, including Series 66, Series 63, Series 10, Series 9, Series 99TO, and SIE, which enable her to offer a wide range of services to clients. She has experience working with individuals, high net worth individuals, trusts, corporations, and businesses. Kristina's specialties include portfolio management, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
03/07/2024 - Present
&partners (NASHVILLE TN)
ID
01/03/2011 - 01/23/2024
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
ID
10/12/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BOISE ID)
CA
12/06/2000 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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