Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine M Soto is a financial professional with over 10 years of experience in the securities industry. Kristine is currently registered with Aegis Capital Corp. and has been with them since March 2012. Kristine holds the Series 99 and SIE licenses. Prior to Aegis, Kristine has no prior employment history listed.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
03/23/2012 - Present
Aegis Capital Corp. (MELVILLE NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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