Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Harrell is an investment advisor representative with Uniting Wealth Partners, with over 25 years of experience in the industry. Kristy Harrell has a broad range of experience, having worked with various firms, including Raymond James & Associates, Inc., Morgan Stanley DW INC., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kristy Harrell has a deep understanding of financial planning, portfolio management for individuals, and selection of other advisers. Kristy Harrell is dedicated to providing clients with comprehensive financial advice, to help them reach their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
01/06/2025 - Present
Uniting Wealth Partners (Rogers AR)
AR
01/05/2006 - 03/08/2019
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
01/29/2001 - 12/09/2005
MORGAN STANLEY DW INC. (ROGERS AR)
NY
02/11/1998 - 02/08/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TN
11/20/1995 - 09/23/1997
DELTA CAPITAL SECURITIES CORPORATION (CORDOVA TN)
NA
06/20/1994 - 05/18/1995
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 05/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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