Kristina FletcherCRD Number: 3020766
Current Firm: Ameriprise Financial Services, Inc.
Kristina Fletcher (CRD# 3020766) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Ameriprise Financial Services||Scottsdale, AZ||May 2013 - Current||3|
|Wells Fargo Advisors Financial Network, LLC||Phoenix, AZ||Nov 2009 - May 2013||3|
|Wells Fargo Advisors LLC||Tempe, AZ||May 2009 - Nov 2009||< 1|
|Wachovia Securities LLC||Tempe, AZ||Feb 2009 - May 2009||< 1|
|Wachovia Securities Financial Network, Llc (11025)||Scottsdale, AZ||Jul 2006 - Feb 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV