Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Marie Gumbel-gibson is a financial professional with over 10 years of experience in the industry. Kristin is currently registered with Concourse Financial Group Securities, Inc., where she provides financial planning, portfolio management and pension consulting services to individuals, families, and businesses. Prior to joining Concourse Financial Group Securities, Inc., Kristin was with Alan Hagopian. She also owned and operated North Florida Money Management, where she provided tax preparation and securities services. Kristin holds the Series 7, Series 63, and Series 65 licenses. She is also a Chartered Financial Consultant. Kristin is committed to helping her clients achieve their financial goals.
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.
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
FL
06/25/2014 - Present
Concourse Financial Group Securities, Inc. (Gainesville FL)
BC
Issued 08/07/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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