Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Ann Green is a Registered Representative and Investment Advisor Representative. She is a registered professional with the State of California, and has been in the industry since 2000. Currently, Kristy Ann Green is associated with TIAA-CREF Individual & Institutional Services, LLC and is located in Pasadena, California. Kristy Ann Green has also previously been associated with National Planning Corporation, USAA Financial Advisors, Inc., TD Waterhouse Investor Services, Inc., and First Investors Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
12/03/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
CA
02/04/2009 - 01/02/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
AZ
04/03/2006 - 05/16/2007
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
NE
11/02/2000 - 11/03/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
01/12/2000 - 06/06/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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