Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Irene Lewis is a financial professional with over 23 years of experience in the financial services industry. Kristina is currently registered with Charles Schwab & CO., Inc., and has held previous roles with TD Ameritrade, Inc., Scottrade, Inc., Edward Jones, and Mercantile Investment Services, Inc. Kristina holds several licenses and certifications, including Series 7, 9, 10, 24, 52, 53, and 63. Kristina specializes in providing financial planning and investment management services.
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
1
2
CO
10/04/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
02/26/2018 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
MO
02/10/2014 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
03/31/2000 - 07/17/2013
EDWARD JONES (ST LOUIS MO)
MO
02/09/1999 - 08/27/1999
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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