Kristin R. Wheeler
Professional summary
Kristin Renee Wheeler, who also goes by Kristin Renee Macdonald, Kristin Renee Wheeler, is a registered financial professional currently at ALLIANCE-ONE INVESTMENTS, LLC located in Tulsa, Oklahoma.
Kristin is registered as a RR (Registered Representative) and started their career in finance in 2000. Kristin has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kristin Renee Wheeler's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2019 - Present
ALLIANCE-ONE INVESTMENTS, LLC
Office #1: 4000 N Mingo Rd, Tulsa, OK 74116July 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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Exams
FINRA
Current Firm
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025 / SEC#: , 8-69868
Contact information
Documents
Red Flags
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Company Information
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025Tulsa, OK 74116TRUST BUT VERIFY
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