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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 Lampert is a financial advisor with Raymond James & Associates, Inc. Kristine has over 20 years of experience in the financial services industry. She is a registered representative and investment advisor representative in the state of Florida. Kristine previously worked for Valmark Securities, Inc., NFP Securities, Inc., and Phoenix Equity Planning Corporation. She specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Kristine is committed to providing her clients with personalized financial advice and guidance to help them 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/20/2023 - Present
Raymond James & Associates, Inc. (Delray Beach FL)
FL
12/15/2011 - 08/02/2023
VALMARK SECURITIES, INC. (DELRAY BEACH FL)
FL
09/17/2009 - 12/15/2011
NFP SECURITIES, INC. (PONTE VEDRA BEACH FL)
PA
02/04/2009 - 03/11/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
05/30/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NJ
09/13/2004 - 05/23/2008
METLIFE SECURITIES INC. (ISELIN NJ)
NY
10/02/1998 - 05/23/2008
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/13/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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