Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Love is a financial advisor with over 4 years of experience in the financial industry. She currently works at Charles Schwab & CO., Inc. in Westlake, Texas. Kristina Love is also registered as an Investment Advisor Representative in Texas. She has a Series 7TO, SIE, and Series 66 license. Prior to working at Charles Schwab & CO., Inc., Kristina Love worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in FORT WORTH, Texas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
03/21/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/02/2019 - 03/21/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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