Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Adell Silva has been in the financial services industry since 1995. Kristine is currently registered with United Planners' Financial Services of America A Limited Partner in Phoenix, Arizona. Kristine is a registered representative with FINRA and has Series 6, 26 and 63 licenses. Previously, Kristine was employed with ING Financial Partners, Inc., Linsco/Private Ledger Corp. and Washington Square Securities, Inc. Kristine specializes in providing financial planning, investment advice and retirement planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
AZ
06/13/2012 - Present
United Planners' Financial Services OF America A Limited Partner (PHOENIX AZ)
AZ
08/06/2002 - 06/19/2012
ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)
SC
05/11/2001 - 07/11/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
09/07/1995 - 04/26/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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