Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Maksimowicz is a financial advisor with Raymond James Financial Services Advisors, Inc. She has been in the industry since 2006. Kristin holds Series 7, 31, and 66 licenses. She works out of the Colorado Springs, CO branch office and has a history of previous employment with Morgan Stanley, Merrill Lynch and Morgan Stanley DW Inc. Kristin has worked with individual clients, corporations, and other organizations. She specializes in a variety of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
11/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (COLORADO SPRINGS CO)
FL
06/20/2008 - 11/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
04/02/2007 - 04/25/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/05/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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