Unclaimed
Kristine Pearsall is a financial advisor with Cetera Investment Advisers LLC, located in Bristol, Vermont. Kristine has been in the financial services industry since March 2011. Kristine's firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Kristine has a Series 7 and SIE license and is registered with FINRA and the state of Vermont.
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.
A percentage of the total value of assets under management is charged.
1
2
VT
06/29/2023 - Present
Cetera Investment Advisers LLC (BRISTOL VT)
CT
03/28/1995 - 02/09/1999
HARTFORD FINANCIAL GROUP, INC. (HARTFORD CT)
BOTH
Issued 4/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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