Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Lausin is a financial advisor who has been in the industry since 1982. Kristine is currently registered with Lincoln Investment and Capital Analysts. Kristine has a long and varied career in the industry, having worked for several firms in a variety of roles. Kristine is a Certified Financial Planner and has passed the Series 63, Series 24, SIE, and Series 7 exams. Kristine provides financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and trusts.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
01/04/2022 - Present
Lincoln Investment (Willoughby OH)
OH
07/18/2008 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WILLOUGHBY OH)
OH
08/21/2007 - 07/16/2008
SII INVESTMENTS, INC. (WILLOUGHBY OH)
OH
04/13/2005 - 08/21/2007
FSC SECURITIES CORPORATION (WILLOUGHBY OH)
MI
06/23/1999 - 04/11/2005
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
04/28/1999 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
02/16/1996 - 04/29/1999
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
09/24/1982 - 02/21/1996
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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