Unclaimed
Kris-eric Surillo is a financial advisor with Cetera Investment Services LLC in ST CLOUD, MN. Kris-eric has been in the financial services industry since 2008. Kris-eric is registered with the state of Alabama and Florida and holds Series 6 and Series 63 licenses as well as the SIE exam.
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.
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.
1
2
MN
03/22/2023 - Present
Cetera Investment Services LLC (ST CLOUD MN)
MN
02/11/2015 - 01/24/2023
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
10/29/2010 - 09/18/2013
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/26/2008 - 04/14/2009
WACHOVIA SECURITIES, LLC (ZEPHYRHILLS FL)
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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