Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Leigh Borst is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of New Jersey and with the Financial Industry Regulatory Authority (FINRA). Kristy Leigh Borst has 17 years of experience in the financial services industry and has worked with Wells Fargo Clearing Services, LLC for the past 6 years. Kristy Leigh Borst holds several licenses, including Series 6, 7, 63 and 66. Kristy Leigh Borst is registered to provide investment advice to individuals, businesses, pension and profit sharing plans, charitable organizations, and corporations or other businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
10/26/2021 - Present
Wells Fargo Clearing Services, LLC (MENDHAM NJ)
BOTH
Issued 10/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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