Unclaimed
Kristine Lansing is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Kristine holds the Series 7 and Series 63 licenses, as well as the SIE exam. Kristine is also a Certified Financial Planner. Kristine's previous experience includes roles with VALMARK SECURITIES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and SECURIAN FINANCIAL SERVICES, INC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
VA
02/09/2017 - 01/21/2019
VALMARK SECURITIES, INC. (Midlothian VA)
VA
08/05/2016 - 11/21/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
VA
06/02/2011 - 04/11/2016
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BC
Issued 06/13/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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