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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Stewart is a financial advisor with over 30 years of experience in the industry. Kristine is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® and is currently registered with LPL Financial LLC. Kristine has worked with a number of firms over the years and is licensed in Alabama, Florida, Georgia, North Carolina, and South Carolina. Kristine has a strong understanding of the financial needs of individuals, families, and businesses, and is committed to providing her clients with personalized advice and guidance.
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.
Consulting and other non-discretionary advisory services
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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FL
01/01/2025 - Present
LPL Financial LLC (SAINT JOHNS FL)
FL
07/10/2020 - 07/21/2021
WADDELL & REED (SAINT JOHNS FL)
FL
08/10/2010 - 07/16/2020
EQUITABLE ADVISORS, LLC (SAINT JOHNS FL)
FL
11/18/2008 - 08/16/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (CRESTVIEW FL)
FL
10/02/2002 - 11/18/2008
AMERIPRISE ADVISOR SERVICES, INC. (FT. WALTON BEACH FL)
FL
04/23/1998 - 10/02/2002
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
GA
05/23/1996 - 04/29/1998
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MN
03/04/1988 - 05/17/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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