Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Sleeman is a financial advisor with Raymond James Financial Services Advisors, Inc. Kristopher Sleeman has been in the industry since June 24, 2010. Kristopher Sleeman has been registered with Raymond James Financial Services Advisors, Inc. since February 2021. Prior to this, Kristopher Sleeman was registered with Waddell & Reed, Inc. from March 2010 to February 2021. Kristopher Sleeman is licensed in 21 states including Oregon and Texas. Kristopher Sleeman is also a registered Investment Advisor in Oregon and Texas. Kristopher Sleeman holds Series 66, Series 7, and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
02/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
OR
06/24/2010 - 02/24/2021
WADDELL & REED (TIGARD OR)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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