Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Adelaide Palangi is a financial advisor with Truist Advisory Services, Inc. Kristina has been in the financial services industry since 2008. Kristina is a Certified Financial Planner and a Chartered Financial Consultant. Kristina has a broad range of experience with financial planning, portfolio management, and selection of other advisors. Kristina is registered with FINRA and with the state of Alabama.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
AL
02/17/2021 - Present
Truist Advisory Services, Inc. (BIRMINGHAM AL)
VA
04/05/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
08/06/2015 - 04/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
12/10/2013 - 07/13/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
MD
09/21/2012 - 12/17/2013
MORGAN STANLEY (BETHESDA MD)
MD
09/21/2011 - 07/23/2012
HIGHTOWER SECURITIES, LLC (BETHESDA MD)
MA
05/29/2008 - 09/27/2011
UBS FINANCIAL SERVICES INC. (BOSTON MA)
VA
11/28/2007 - 05/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BOTH
Issued 04/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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