Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Maxfield is a financial advisor with over 30 years of experience in the industry. Kristine is currently registered with Ameritas Advisory Services, LLC and has held previous positions with Charles Schwab & Co., Inc. and First Security Investor Services, Inc. Kristine is a Series 7, Series 63, and Series 65 licensed advisor. She is also a Registered Representative and Investment Advisor Representative. Kristine has a wide range of experience in financial planning, portfolio management, and pension consulting. She specializes in working with high-net-worth individuals, corporations, and charitable organizations. Kristine is committed to providing her clients with personalized financial advice and strategies that help 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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
UT
11/01/2021 - Present
Ameritas Advisory Services, LLC (SALT LAKE CITY UT)
UT
09/20/1995 - 06/19/2015
CHARLES SCHWAB & CO., INC. (SALT LAKE CITY UT)
UT
01/18/1995 - 08/31/1995
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
TX
04/11/1994 - 01/18/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
UT
02/17/1992 - 11/28/1992
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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