Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Victoria Persad is a financial advisor currently registered with Citigroup Global Markets Inc. Kristin has been in the financial industry since 2015. Her previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Capital One Investing LLC. Kristin holds several licenses including Series 7, Series 6, Series 63 and Series 66. She is licensed to provide financial advice in multiple states. Kristin offers several financial planning services to individuals, businesses, and corporations.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (Port Jefferson NY)
NY
01/05/2017 - 04/23/2018
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
12/03/2015 - 12/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
06/23/2014 - 07/17/2014
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 07/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2014
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
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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