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Kristen B. Petree

Unionbanc Investment Services, Llc

Financial Planner in San Diego, CA

Address:
12950 Carmel Country Rd
San Diego, CA 92130
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About Kristen B. Petree

Kristen Petree is a financial professional at Unionbanc Investment Services, Llc located in San Diego, California. Kristen Petree holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Kristen Petree provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Kristen Petree
12950 Carmel Country Rd
San Diego, CA 92130

Phone Number: Click to Show
Website:

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