Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Gapastione is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., offering securities and investment advisory services. Kirsten has been in the financial services industry since 1993. Kirsten has a wealth of experience with firms such as Wachovia Securities, LLC and Banc of America Investment Services, INC. Kirsten has been licensed in North Carolina since 2009.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEWISVILLE NC)
NC
12/13/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
03/25/2003 - 11/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/14/2000 - 05/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
09/01/1995 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
SC
05/03/1993 - 09/15/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 02/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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