Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Squitieri is a financial advisor with over 10 years of experience in the financial services industry. Kristina currently works at Raymond James & Associates, Inc. and is located in Mount Laurel, New Jersey. Prior to joining Raymond James & Associates, Inc., Kristina held positions at Lincoln Financial Advisors Corporation, Northwestern Mutual Investment Services, LLC, Ameriprise Financial Services, Inc., and Financial Network Investment Corporation. Kristina holds the Series 63, SIE and Series 7 licenses and is registered with the states of California, Colorado, Florida, New Jersey, Pennsylvania, and Wyoming.
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.
Please see note in schedule d - miscellaneous
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
NJ
05/12/2021 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
NJ
03/14/2016 - 04/29/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLLINGSWOOD NJ)
NJ
07/31/2013 - 10/16/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOUNT LAUREL NJ)
NJ
10/26/2012 - 02/13/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MARLTON NJ)
NJ
08/16/2010 - 09/19/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (MT LAUREL NJ)
BC
Issued 07/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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