Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Owsley is an active investment advisor representative with UBS Financial Services Inc. Kristina is registered with both FINRA and the SEC, and is licensed to provide investment advice in 24 states. Kristina joined UBS Financial Services Inc. in 2009, prior to that she was associated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kristina has a vast array of experience in the financial services industry, having worked in the industry since 1987. Her experience includes working with individuals, families, businesses, and trusts. Kristina holds the Series 63 and 65 securities licenses. She is also qualified to provide investment advice related to a wide range of financial products, including stocks, bonds, mutual funds, and exchange-traded funds. Kristina is committed to providing her clients with personalized financial advice and guidance, and is dedicated to helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
ID
04/24/2009 - Present
UBS Financial Services Inc. (BOISE ID)
ID
03/03/1987 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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