Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Linker is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Santa Barbara, California. Kristina has been in the financial services industry since 1999 and is a registered representative in 41 states and the District of Columbia. Kristina holds Series 7, 9, 10, 63, and SIE licenses. Previously, Kristina was with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Kristina specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/20/2012 - Present
Stifel, Nicolaus & Company, Inc. (SANTA BARBARA CA)
CA
04/04/2011 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (SANTA BARBARA CA)
CA
06/17/1999 - 06/15/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA BARBARA CA)
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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