Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kassia? Claim Your ProfileKassia Cristello is a financial advisor with LPL Financial LLC. Kassia has been in the financial industry since 1995. Kassia is registered with the state of Ohio and holds the Series 6, 26, and 63 licenses. Kassia's previous experience includes roles with INVEST FINANCIAL CORPORATION, INVESTORS CAPITAL CORP., FORTH FINANCIAL SECURITIES, CORPORATION, MUTUAL OF OMAHA INVESTOR SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Kassia specializes in working with individuals, businesses, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
02/14/2018 - Present
LPL Financial LLC (FAIRFIELD OH)
OH
11/09/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (FAIRFIELD OH)
OH
01/16/1997 - 11/13/2012
INVESTORS CAPITAL CORP. (CINCINNATI OH)
VA
04/19/1995 - 01/30/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NE
02/01/1995 - 04/12/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
08/15/1994 - 09/16/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/15/1994 - 09/16/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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