Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Klamer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that has offices in New York. Kristina is licensed in 48 states and has experience working in both the broker-dealer and investment advisor fields. Kristina has a strong commitment to client service and has a long history of providing financial advice to individuals, families, and businesses. Kristina is committed to helping clients reach their financial goals and she has a proven track record of success. Prior to joining Merrill Lynch, Kristina was with Bank of America NA.
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
CA
10/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LA JOLLA CA)
CA
02/19/2003 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RANCHO SANTA FE CA)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative 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
Not sure Kristina Klamer is the right advisor for you? Invested Better is here to help.
