Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Dabcevic is a financial advisor with Equitable Advisors, LLC. Kristina is based in New York, NY and has over 14 years of experience in the financial services industry. Kristina's background includes working with clients of all types, including individuals, families, businesses, and institutions. Kristina has a strong focus on providing financial planning and investment management services to her clients.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/31/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
DE
03/03/2009 - 02/07/2019
FCG ADVISORS, LLC (WILMINGTON DE)
DE
01/01/2007 - 02/26/2009
JESUP & LAMONT SECURITIES CORP (WILMINGTON DE)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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