Kristin R. Wheeler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kristin Renee Wheeler, who also goes by Kristin Renee Macdonald, Kristin Renee Wheeler, was a registered financial professional .
Kristin is a previously registered financial professional and started their career in finance in 2000. Kristin had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 3, 2019 - June 30, 2026
ALLIANCE-ONE INVESTMENTS, LLC
July 30, 2015 - June 9, 2017
JBS LIBERTY SECURITIES, INC.
January 5, 2012 - June 3, 2013
JBS LIBERTY SECURITIES, INC.
March 27, 2007 - December 31, 2011
SYNERGY INVESTMENT GROUP, LLC
March 2, 2004 - January 4, 2006
JBS LIBERTY SECURITIES, INC.
July 5, 2001 - August 12, 2002
METROPOLITAN LIFE INSURANCE COMPANY
July 5, 2001 - August 12, 2002
MSI FINANCIAL SERVICES, INC.
April 26, 2000 - November 15, 2000
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025 / SEC#: , 8-69868
Contact information
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
