Unclaimed
Kristina Cosma Downing is a financial advisor with over 15 years of experience in the industry. Kristina currently holds a Series 66 and Series 7 registration with the state of California and has been active in the state since October 2021. Previously, Kristina worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Wedbush Securities Inc. in California and UBS Financial Services Inc. in Colorado. Kristina is currently affiliated with Aire Advisors, LLC. Kristina is available for consultations.
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.
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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2
CA
10/18/2021 - Present
Aire Advisors, LLC (BEVERLY HILLS CA)
CA
11/28/2016 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
02/10/2012 - 12/01/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
01/03/2012 - 02/08/2012
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CO
05/02/2007 - 08/25/2011
UBS FINANCIAL SERVICES INC. (DENVER CO)
BOTH
Issued 08/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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