Unclaimed
Kristofferson McCreary is a financial advisor with Lincoln Financial Distributors, Inc. based in RADNOR, PA. Kristofferson has been in the securities industry since June 17, 2015. Kristofferson holds the Series 6, 7, and SIE securities licenses as well as the Series 63 state license. Kristofferson is registered in California and Hawaii. Kristofferson was previously with SYMETRA SECURITIES, INC. in BELLEVUE, WA.
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
PA
12/12/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
WA
05/26/2015 - 11/18/2022
SYMETRA SECURITIES, INC. (BELLEVUE WA)
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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