Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristhian? Claim Your ProfileKristhian Estrada is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kristhian has been in the securities industry for over 3 years, and holds both Series 7 and Series 66 licenses. Kristhian is registered with the state of Florida and Texas. Kristhian previously worked for Truist Investment Services, Inc. Kristhian specializes in working with high net worth individuals, corporations, and other businesses. Kristhian provides a variety of financial services, including investment management, financial planning, and pension consulting.
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
FL
06/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKELAND FL)
FL
02/12/2024 - 05/28/2024
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials 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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