Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Currie is a financial advisor with over 20 years of experience in the financial services industry. Kristina is currently registered with Fidelity Personal and Workplace Advisors, and is also registered in 53 states and 2 Canadian provinces. Kristina previously worked for a number of other firms, including Nationwide Investment Services Corporation, Franklin/Templeton Distributors, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, and LinSco/Private Ledger Corp. Kristina specializes in financial planning, portfolio management, and education seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
12/05/2012 - 11/10/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
06/11/2007 - 12/05/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
05/29/2007 - 06/07/2007
CITIGROUP GLOBAL MARKETS INC. (CITRUS HEIGHTS CA)
CA
05/04/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CITRUS HEIGHTS CA)
CA
01/25/2005 - 05/04/2006
LINSCO/PRIVATE LEDGER CORP. (MT. SHASTA CA)
CA
07/02/2004 - 11/23/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 12/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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