Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Leah Lemay is a financial professional at D.a. Davidson & Co. Kristy is a licensed professional with Series 99 and SIE licenses. Kristy has worked in the financial industry since July 9, 2018. Kristy's office is located in GREAT FALLS, MT. D.a. Davidson & Co. is a financial services firm with offices in the United States. The firm provides financial planning, investment advisory, and other services to individuals, families, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
07/09/2018 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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