Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Blaschek is a financial professional with over 20 years of experience in the industry. Kristina is currently registered with William Blair, a firm that specializes in providing investment advisory services to individuals, businesses, and institutions. Kristina holds Series 7, 63, 86, and 87 licenses. Prior to joining William Blair, Kristina worked with Goldsmith, Agio, Helms Securities, Inc., J.P. Morgan Securities Inc. and Banc One Capital Markets, Inc. Kristina is dedicated to providing her clients with personalized financial advice and investment strategies that meet their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research 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.
A percentage of the total value of assets under management is charged.
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2
IL
04/11/2007 - Present
William Blair (CHICAGO IL)
IL
11/10/2005 - 04/12/2007
GOLDSMITH, AGIO, HELMS SECURITIES, INC. (CHICAGO IL)
NY
07/01/2004 - 07/15/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
12/10/2003 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/14/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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