Unclaimed
Kristeen Mehta is a financial professional with over 16 years of experience in the financial services industry. Kristeen is currently registered with Mizuho Securities USA LLC and holds Series 7, Series 63, Series 99TO, and SIE licenses. Kristeen previously worked at CREDIT SUISSE SECURITIES (USA) LLC.
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
NY
02/08/2018 - Present
Mizuho Securities USA LLC (NEW YORK NY)
NY
08/14/2006 - 02/08/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 12/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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