Experience

Makes all the difference

Kristin Landis

Senior Client Associate

Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Past experience

– Senior Registered Client Associate, Morgan Stanley

 Education and credentials

– B.S. in Business Management, University of Phoenix

– Series 7, 66 and 31 securities licenses

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

kristin.landis@ubs.com
Kristin Landis
20 Pacifica,Irvine,CA,92618