Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Zwiener is a financial professional with over 18 years of experience in the industry. Kristie is currently registered with Northcoast Research Partners, LLC, and has been with the firm since November 2010. Prior to that, Kristie was registered with FTN Equity Capital Markets Corp. and America Northcoast Securities, Inc. Kristie holds the Series 7, Series 63, Series 99TO and SIE licenses. Kristie specializes in providing financial advice and services to insurance companies, investment companies, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
11/19/2010 - Present
Northcoast Research Partners, LLC (Cleveland OH)
OH
11/19/2010 - 06/01/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
05/03/2004 - 04/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (CLEVELAND OH)
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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