Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Elisabeth Menko is an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. Kristine has been in the industry since March 2002. Kristine's career spans several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc., Ameriprise Financial Services, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and TD Ameritrade, Inc. Kristine holds Series 7, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Tampa FL)
FL
03/11/2022 - 03/12/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
08/27/2019 - 12/23/2021
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
05/10/2018 - 05/29/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
05/27/2010 - 04/19/2018
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
03/07/2007 - 07/17/2009
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
08/04/2000 - 12/04/2006
TD AMERITRADE, INC. (ORLANDO FL)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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