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 Kochanski is a financial advisor who has been in the industry since December 2000. Kristin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative. Previously, Kristin was a Registered Representative with J.P. Morgan Securities LLC, First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kristin has a broad range of experience in the financial services industry, and is dedicated to helping clients reach 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.
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
FL
04/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
FL
09/29/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (Jupiter FL)
FL
01/15/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)
FL
11/06/2009 - 01/17/2020
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
NY
08/18/2006 - 11/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/11/2001 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
SC
12/11/2000 - 01/30/2001
CHADBOURN SECURITIES, INC. (HILTON HEAD ISLAND SC)
BOTH
Issued 02/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2000
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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