KRISTI VELASQUEZ

Financial Advisor

Senior Vice President - Investments

Address: 10999 W INTERSTATE 10, 5TH FLOOR / SUITE 5000 , SAN ANTONIO , TX 78230
Call: 210-366-8903 | 800-531-5517 Fax: 210-377-7745
Email: kristine.velasquez@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Debi Smith, Senior Registered Client Associate ; Joseph Phillips, Senior Client Associate ; Theresa Griesenbeck, Client Associate

My Education & Credentials

Fundamental Choice Portfolio Manager
PIM Portfolio Manager

My Areas of Focus

Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OK, PA, SD, TX, UT, VA, WA, WI
Insurance licensed in the following states: CA (Lic. # 0C18360) Resident State: TX
KRISTI VELASQUEZ: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas : SAN ANTONIO Branch