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Kristina Lee Shue

Raymond James Financial Services, Inc.

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About Kristina Lee Shue

Kristina Shue is a financial advisor with Raymond James Financial Services, Inc. based in Salisbury, NC. She has been in the financial services industry since 2009 and is registered to provide securities advice in several states, including Florida, Georgia, New Jersey, North Carolina, South Carolina, and Virginia. Kristina holds a Series 7 and Series 63 license and has earned the SIE exam designation. Before joining Raymond James Financial Services, Inc., Kristina was an advisor with WELLS FARGO ADVISORS, LLC.

Firm Information

Kristina Shue is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kristina Shue’s Registration & Firm History

NC

05/22/2015 - Present

Raymond James Financial Services, Inc. (SALISBURY NC)

NC

11/04/2009 - 05/27/2015

WELLS FARGO ADVISORS, LLC (SALISBURY NC)

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Licenses & Designations

BC

Issued 09/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Lee Shue.
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