Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Gretzschel is a financial advisor with Stifel, Nicolaus & Company, Inc. Kristina has been in the industry since 2004 and holds Series 7, 63 and 66 licenses. She is also a Certified Financial Planner. Before joining Stifel in 2021, Kristina was affiliated with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Kristina specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, corporations, and charitable organizations.
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
MO
09/15/2021 - Present
Stifel, Nicolaus & Company, Inc. (ST LOUIS MO)
MO
01/01/2008 - 08/30/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
07/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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