Unclaimed
Kristina Lynn Saperston is a financial advisor with over 14 years of experience in the industry. Kristina is currently registered with Brighton Securities Corp. and Saperston Legacy Advisors, Inc. as an Investment Advisor Representative. Kristina holds Series 7, 63, 65, SIE, and 99TO securities licenses.
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.
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
NY
01/08/2024 - Present
Brighton Securities Corp. (ROCHESTER NY)
FL
05/12/2009 - 10/29/2018
SAPERSTON ASSET MANAGEMENT, INC. (SARASOTA FL)
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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