Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Gates is a financial advisor with over 20 years of experience in the financial industry. Kristina has been registered with LPL Financial LLC since March 2021. Prior to joining LPL Financial LLC, Kristina was registered with MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC.. Kristina is licensed to offer financial services in Arkansas, Illinois, Indiana, Kentucky, Missouri, New York, Oklahoma, South Carolina, Tennessee, and 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
03/29/2021 - Present
LPL Financial LLC (Decatur IL)
IL
03/25/2017 - 03/30/2021
MML INVESTORS SERVICES, LLC (Decatur IL)
IL
10/15/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DECATUR IL)
IL
10/15/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DECATUR IL)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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