Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Janet Weit is a financial advisor at Equitable Advisors, LLC. Kristine has been working in the financial services industry since 2014 and is registered to provide investment advice in 11 states. Kristine holds FINRA licenses for Series 7 and 63 as well as the SIE and Series 65. In addition to investment advice, Kristine also provides financial planning and educational seminars to her clients.
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.
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2
PA
10/03/2022 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
09/09/2021 - 01/06/2022
PURSHE KAPLAN STERLING INVESTMENTS (Yardley PA)
PA
06/19/2018 - 09/13/2019
PTS BROKERAGE, LLC (Yardley PA)
PA
05/16/2016 - 06/01/2016
EAGLEVIEW SECURITIES, INC (DOYLESTOWN PA)
PA
08/18/2014 - 01/11/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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