Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Lynn Dubinski is a financial advisor with Ameriprise Financial Services, LLC, based in Annapolis, MD. Kristin is licensed in multiple states, including Alabama, California, Colorado, Delaware, District of Columbia, Florida, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. She has been working in the financial services industry since 1993 and has held the Series 63, Series 65, Series 7, and SIE licenses. Kristin specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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MD
06/16/2020 - Present
Ameriprise Financial Services, LLC (ANNAPOLIS MD)
MN
07/27/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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