Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Winsko is a financial professional with over 16 years of experience in the financial services industry. Kristen currently works at Pershing LLC, a well-established firm known for its comprehensive financial solutions. Prior to joining Pershing LLC, Kristen held positions at various firms, including Boenning & Scattergood, Inc., Lincoln Financial Distributors, Inc., Foreside Fund Services, LLC, PFPC Distributors, Inc., and SEI Investments Distribution Co. Kristen is licensed to sell securities in multiple states and holds the Series 6, 7, 24, 63, and SIE licenses, demonstrating a broad range of knowledge and expertise in the financial services industry.
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
NJ
10/21/2021 - Present
Pershing LLC (JERSEY CITY NJ)
PA
01/07/2021 - 05/19/2021
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
05/04/2017 - 11/19/2020
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
06/05/2015 - 04/13/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
06/12/2012 - 07/21/2014
FORESIDE FUND SERVICES, LLC (BERWYN PA)
DE
05/25/2006 - 10/04/2006
PFPC DISTRIBUTORS, INC. (WILMINGTON DE)
PA
06/16/1997 - 06/24/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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