Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Gaeta is a registered representative with Charles Schwab & CO., Inc. Kristine has been in the industry since 2001 and has experience at several firms including SG AMERICAS SECURITIES, LLC and NEWEDGE USA, LLC. Kristine has successfully completed the Securities Industry Essentials Examination and the General Securities Representative Examination.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
06/15/2015 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
01/02/2015 - 04/22/2015
SG AMERICAS SECURITIES, LLC (CHICAGO IL)
IL
08/08/2001 - 01/02/2015
NEWEDGE USA, LLC (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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