Unclaimed Profile

Kristy Sue Harrell

UNITING WEALTH PARTNERS·MISSION, Kansas

SIE, Series 7, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredUNITING WEALTH PARTNERS

5201 JOHNSON DR., MISSION, KS 66205CRD# 2463967Firm CRD# 332317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristy Sue Harrell · MISSION, KS

Registration

CRD #2463967 · UNITING WEALTH PARTNERS · 23 years registered

Brand Profile

Not yet started

Career History

UNITING WEALTH PARTNERS

Jan 2025 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2019 – Oct 2024

ROGERS, AR

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2006 – Mar 2019

ROGERS, AR

MORGAN STANLEY

May 2003 – Dec 2005

ROGERS, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · May 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNITING WEALTH PARTNERS

CRD 332317 · SEC 801-131215

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by UNITING WEALTH PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNITING WEALTH PARTNERS →

Introduction

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Frequently Asked Questions

What services does Kristy Sue Harrell offer?

Kristy Sue Harrell specializes in Financial Planning, Investment Management. Contact their office in MISSION, Kansas for a consultation.

What are Kristy Sue Harrell's credentials?

Kristy Sue Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristy Sue Harrell located?

Kristy Sue Harrell is based in MISSION, Kansas, working with UNITING WEALTH PARTNERS. Their office serves clients in the MISSION metropolitan area and surrounding communities.

How does Kristy Sue Harrell charge for services?

Kristy Sue Harrell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITING WEALTH PARTNERS?

UNITING WEALTH PARTNERS has approximately 11 employees. The firm is registered with the SEC as an investment adviser.

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