Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Alexander is a financial advisor in Tampa, Florida. Kristin is currently registered with Citigroup Global Markets Inc. Kristin has been working in the financial services industry since 2004. Kristin has held previous registrations with several firms including IFP Securities, LLC, Principal Securities, Inc., MML Investors Services, LLC, Invest Financial Corporation, InterSecurities, Inc., USAllianz Investor Services, LLC, National Planning Corporation, and American Skanda Marketing, Inc. Kristin holds the Series 6, 7, 24, 52, 53, 65, and 66 licenses. Kristin is a specialist in providing asset allocation advice, financial planning, pension consulting, 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.
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 advice
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
NY
04/28/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
01/10/2022 - 12/07/2022
IFP SECURITIES, LLC (TAMPA FL)
FL
01/06/2017 - 01/07/2022
PRINCIPAL SECURITIES, INC. (Tampa FL)
FL
02/02/2010 - 12/19/2016
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
07/25/2006 - 11/11/2008
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
05/24/2002 - 12/12/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
01/14/2002 - 04/22/2002
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
CA
06/28/2001 - 12/07/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
01/29/1999 - 04/20/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2008
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 07/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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