Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristia? Claim Your ProfileKristia Adrian is a financial professional with over 20 years of experience in the industry. Kristia is currently registered with J.p. Morgan Institutional Investments Inc. and has been with the firm since January 2023. Previously, Kristia was a registered representative with JPMORGAN DISTRIBUTION SERVICES, INC. Kristia is a licensed securities professional and has successfully passed the Series 63, Series 7, Series 65, and SIE examinations. Kristia is licensed in 53 states and territories.
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.
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2
OH
01/09/2023 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
01/05/2015 - 01/03/2023
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
01/03/2011 - 12/31/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (WESTERVILLE OH)
OH
02/26/2004 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
AZ
07/12/2002 - 02/23/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 05/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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