Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Zehnder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Carmichael, California. Kristin has been working in the financial services industry since 1999. She has a wide range of experience and holds several licenses and certifications. She is registered with the state of California.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CARMICHAEL CA)
CA
05/30/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
CA
11/19/1999 - 05/30/2003
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
NY
03/31/1999 - 11/17/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/2000
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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