Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Lynn White is a financial advisor with Cambridge Investment Research Advisors, Inc. Kristine has been in the financial services industry for over 20 years and has a Series 6, 7, 63, and 65 licenses. Kristine is also a Certified Financial Planner. In addition to her work with Cambridge, Kristine is also an independent insurance agent for various independent insurance companies, a tax preparer, and a partner in Waterside Financial Advisors, LLC. Kristine is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
07/01/2020 - Present
Cambridge Investment Research Advisors, Inc. (Rockford IL)
IL
06/16/2006 - 07/06/2020
VOYA FINANCIAL ADVISORS, INC. (ROCKFORD IL)
IL
08/27/1999 - 05/08/2006
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
IA
Issued 12/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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