Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Alfini is an investment advisor representative with Drake & Associates, LLC located in Waukesha, Wisconsin. Kristina has been working in the financial industry since 2018. Kristina holds a Series 65 and Series 6 securities license. Kristina has been registered with the state of Wisconsin as an investment advisor representative since 2024. Kristina previously worked for MML INVESTORS SERVICES, LLC in Milwaukee, Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Drake & Associates, LLC (WAUKESHA WI)
WI
09/28/2018 - 10/25/2018
MML INVESTORS SERVICES, LLC (Milwaukee WI)
IA
Issued 10/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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