Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Gayl Reed is an investment advisor representative at Osaic Institutions, Inc. Kristina has been in the financial industry since 2000. Kristina is registered with the state of Virginia as both an investment advisor representative and a broker-dealer. Kristina has a wide range of experience in the financial industry, including experience at firms such as Infinex Investments, Inc., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kristina holds Series 63, 65, and 7 licenses and has passed the Securities Industry Essentials (SIE) exam. Kristina specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
VA
03/29/2023 - Present
Osaic Institutions, Inc. (Ashburn VA)
CT
07/30/2020 - 03/23/2022
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
02/05/2018 - 07/24/2020
INFINEX INVESTMENTS, INC. (MERIDEN CT)
VA
07/22/2015 - 02/29/2016
INFINEX INVESTMENTS, INC. (Leesburg VA)
VA
02/26/2013 - 07/09/2015
LPL FINANCIAL LLC (LEESBURG VA)
VA
06/01/2008 - 02/28/2013
INFINEX INVESTMENTS, INC. (LEESBURG VA)
VA
03/05/2008 - 06/01/2008
BI INVESTMENTS, LLC (LEESBURG VA)
NC
05/04/2006 - 12/20/2007
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MO
12/11/2003 - 02/21/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/05/2002 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/30/1996 - 06/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
02/09/1995 - 06/02/1995
LOYOLA INVESTMENT SERVICES, INC. (TOWSON MD)
NA
09/17/1993 - 04/22/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
VA
04/29/1993 - 09/25/1993
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
IA
Issued 01/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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