Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Maria Huda-dimen is an active investment advisor registered with FINRA and the state of Illinois. Kristina has been active in the financial services industry since 1999. Kristina is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in a variety of states to offer investment advice. Kristina has a comprehensive understanding of investment strategies and a track record of success in providing personalized financial guidance to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
04/18/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAK BROOK IL)
RI
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
09/27/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/25/2000 - 07/19/2000
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
MA
05/11/1999 - 03/07/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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