Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Zanner is a financial advisor with Commonwealth Financial Network, located in Depew, NY. Kristine has been in the financial industry since June 2002 and has a strong background in providing financial advice. Kristine has experience working with a variety of clients, including individuals, families, and businesses. Kristine holds Series 7, Series 63, and SIE licenses. Kristine is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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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NY
02/24/2017 - Present
Commonwealth Financial Network (Depew NY)
NY
06/25/2003 - 03/07/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (AMHERST NY)
IN
06/25/2003 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
02/08/2002 - 10/31/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
04/23/2001 - 07/24/2001
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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