Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Quillen is a financial advisor with over 14 years of experience in the financial industry. Kristin is currently registered with BNY Mellon Securities Corp. and is a licensed Series 7, 24, 66, 99, and SIE representative. Kristin has previously worked with J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., FIDELITY BROKERAGE SERVICES LLC, and T. ROWE PRICE INVESTMENT SERVICES, INC.. BNY Mellon Securities Corp. is a leading provider of investment and wealth management services. They offer a wide range of services to individual and institutional clients, including investment management, financial planning, and wealth transfer.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/08/2022 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
DE
10/01/2008 - 03/30/2020
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
01/28/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
NY
10/26/2006 - 12/07/2007
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
NY
04/26/2005 - 10/18/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (GARDEN CITY NY)
BOTH
Issued 06/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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