Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Trowbridge is a financial advisor with Newbridge Financial Services Group, Inc., a firm based in Boca Raton, FL. Kristi has over 25 years of experience in the financial services industry. Kristi specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
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2
AL
01/27/2020 - Present
Newbridge Financial Services Group, Inc. (HOOVER AL)
AL
11/25/2015 - 04/12/2019
KESTRA INVESTMENT SERVICES, LLC (HOOVER AL)
AL
05/01/2014 - 10/23/2015
SECURITIES AMERICA, INC. (Hoover AL)
AL
02/26/2009 - 05/07/2014
STERNE AGEE FINANCIAL SERVICES, INC. (HOOVER AL)
AL
08/15/2008 - 03/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
06/15/2005 - 08/15/2008
COLONIAL BROKERAGE, INC. (BIRMINGHAM AL)
AL
08/23/1995 - 06/06/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 09/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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