Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Renee Dunn is a financial advisor with Prospera Financial Services, Inc., where she has been registered since March 2017. Kristina is also registered with the state of Maryland as a Registered Representative, and holds Series 7, Series 66 and Series 99TO securities licenses. Kristina has been in the financial services industry since May 2002. Before joining Prospera, she worked with SUMMIT BROKERAGE SERVICES, INC. and VSR FINANCIAL SERVICES, INC. Kristina is also a Certified Financial Planner and is a member of the Foreman Financial Group.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MD
03/27/2017 - Present
Prospera Financial Services, Inc. (Cumberland MD)
MD
09/01/2016 - 04/03/2017
SUMMIT BROKERAGE SERVICES, INC. (CUMBERLAND MD)
MD
05/23/2002 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (CUMBERLAND MD)
BOTH
Issued 07/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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