Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Justavino is an investment advisor representative at Rockefeller Financial LLC and Rockefeller Capital Management. Kristin has been in the industry since 2005 and is licensed to provide investment advice in numerous states. Kristin also has several designations, including Series 3, 4, 7, 9, 10, 24 and 66. In addition to being a registered representative with Rockefeller, Kristin is also a minority owner in a family-owned Great Clips franchise. Kristin is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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.
1
2
FL
04/24/2023 - Present
Rockefeller Financial LLC (JACKSONVILLE BEACH FL)
CA
05/18/2022 - 03/31/2023
ACORNS SECURITIES, LLC (IRVINE CA)
FL
09/08/2005 - 05/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2016
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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