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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 Newman is a financial advisor at Morgan Stanley. She has been in the industry since June 2002 and has experience with a variety of firms, including Merrill Lynch, Wells Fargo Advisors, and Prudential Securities Incorporated. Kristina holds Series 7, Series 10, and Series 63 licenses, as well as the SIE and Series 65 exams. Kristina's areas of expertise include asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
06/08/2016 - Present
Morgan Stanley (Perrysburg OH)
OH
07/02/2009 - 06/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PERRYSBURG OH)
OH
07/01/2003 - 07/06/2009
WELLS FARGO ADVISORS, LLC (TOLEDO OH)
NY
06/11/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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