Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Marie Smith is a financial professional with over 10 years of experience in the financial services industry. Kristina is currently registered with Bankers Life Advisory Services, Inc. as an Investment Advisor Representative. Kristina holds Series 66, 7, and SIE licenses and is registered in Kansas and Missouri. Kristina's area of focus is on financial planning and portfolio management for individuals. Kristina is also a financial educator and is endorsed by the Association of Financial Educators to speak to businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
01/09/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristina Smith is the right advisor for you? Invested Better is here to help.
