Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Trybus is an active investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Kristina has been in the securities industry for 11 years. Kristina's registrations include Series 7TO and Series 66 licenses. Kristina holds a Series SIE license which is active in Broker-Dealer and Investment Advisor channels. Kristina has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2022. Kristina was previously associated with WELLS FARGO CLEARING SERVICES, LLC. Kristina has been registered with the state of New York in both Broker-Dealer and Investment Advisor channels since November 25, 2022. Kristina is also registered in the state of Texas in both Broker-Dealer and Investment Advisor channels since April 11, 2023. Kristina is also licensed in a total of 27 states. Kristina has specialized in providing financial planning, portfolio management and pension consulting to individuals, corporations, businesses, investment companies, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. Kristina is also involved in other business activities, including serving as secretary for a limited liability company called Hendropolis, LLC.
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
NY
04/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILLIAMSVILLE NY)
NY
09/02/2020 - 08/31/2022
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSVILLE NY)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials 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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