Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Lynn Brickfield is a financial advisor registered with Raymond James & Associates, Inc. Kristina has been working in the financial services industry since July 4, 2017. Kristina has held positions with Raymond James Financial Services, Inc. and T. Rowe Price Investment Services, Inc. prior to joining Raymond James & Associates, Inc.. Kristina holds the Series 6, Series 7TO, Series 63 and SIE licenses. Kristina is registered in Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/10/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/01/2018 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/18/2017 - 04/23/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 04/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
M
MEMX LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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