Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine George is a financial advisor with over 11 years of experience in the industry. Kristine is currently registered with Wells Fargo Advisors Financial Network, LLC and holds licenses in Florida and Texas. Kristine has a broad range of experience in providing investment advice to individuals and institutions. Kristine specializes in financial planning, portfolio management, and investment consulting. Previously Kristine worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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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2
FL
04/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
08/07/2014 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLEDGE FL)
FL
07/01/2014 - 08/13/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MELBOURNE FL)
FL
11/05/2011 - 07/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
BOTH
Issued 12/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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