Unclaimed
Kristine Donk is a financial professional with over 25 years of experience in the industry. Currently, Kristine is registered with Icapital Markets LLC in New York, New York. Previously, Kristine has held positions at Simon Markets LLC, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Guaranty Brokerage Services, Inc. and Capital Brokerage Corporation. Kristine holds licenses for Series 6, 7, 24, 63, 99TO and SIE. Kristine is also registered in New York and Texas.
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.
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.
1
2
NY
12/08/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
01/21/2022 - 12/01/2023
SIMON MARKETS LLC (NEW YORK NY)
TX
05/16/2013 - 01/04/2022
BBVA SECURITIES INC. (AUSTIN TX)
TX
02/11/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
TX
07/30/2001 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (AUSTIN TX)
VA
03/12/1998 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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