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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Lee Grant is a financial advisor registered in the state of Maine. Kristina has been working in the financial services industry since 2001 and has experience with Cetera Investment Services LLC, Cetera Investment Advisers LLC, TD Wealth Management Services Inc., BancNorth Investment Group, Inc., Primevest Financial Services, Inc., and Compulife Investor Services, Inc. Kristina is a registered representative of Cetera Investment Advisers LLC, where Kristina provides portfolio management services to individuals, businesses, and pension plans.
CUMBERLAND, ME
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.
A percentage of the total value of assets under management is charged.
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2
ME
01/21/2014 - Present
Cetera Investment Advisers LLC (CUMBERLAND ME)
ME
11/17/2009 - 04/30/2010
TD WEALTH MANAGEMENT SERVICES INC. (PORTLAND ME)
ME
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
01/08/2001 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 8/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 1/5/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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