Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Paz is a financial advisor with over 17 years of experience in the industry. Kristina is registered with Cambridge Investment Research Advisors, Inc. and provides financial planning, portfolio management, and investment advice to individuals and businesses. Kristina has a wide range of experience in financial markets, including equities, fixed income, mutual funds, and alternative investments. Kristina is committed to providing her clients with personalized financial advice and guidance.
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.
Solicitation fees from 3rd party money managers
1
2
CO
02/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fort Collins CO)
CO
06/25/2010 - 10/02/2017
WADDELL & REED (FT. COLLINS CO)
IL
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (GLENVIEW IL)
IL
11/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENVIEW IL)
BOTH
Issued 03/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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