Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lynn Jund is a financial advisor with Stifel, Nicolaus & Company, Inc. in NEWPORT BEACH, CA. Kristi has been working in the financial industry for 23 years and is licensed in 49 states. She holds Series 7, 63, and 66 securities licenses and her designations include SIE. Kristi has experience with Morgan Stanley Smith Barney.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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
CA
07/02/2020 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
06/01/2009 - 07/06/2020
MORGAN STANLEY (NEWPORT BEACH CA)
CA
12/15/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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