Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Elizabeth Giovannelli is an investment advisor representative at Edelman Financial Engines. She is a licensed investment advisor in Massachusetts. Kristine has been in the financial services industry since 2005. Before joining Edelman Financial Engines, Kristine worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, and AXA Advisors, LLC. Kristine holds the Series 66, Series 7, and SIE licenses. She specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Kristine is committed to helping her clients 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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
11/01/2018 - Present
Edelman Financial Engines (NORWOOD MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEWTON MA)
MA
01/13/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEWTON MA)
IL
03/16/2005 - 07/09/2010
AXA ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 04/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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