Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Marie Black is a financial advisor who has been in the industry since January 15, 2016. Kristine is currently registered with Fidelity Personal And Workplace Advisors. She has a Series 6, 7, 63, and 65 license and a SIE designation. Kristine has experience in various industries. She is also a certified financial planner. Kristine's areas of expertise include retirement planning, college savings, and estate planning. She is dedicated to helping her clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
08/11/2020 - 10/28/2021
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
PA
09/02/2015 - 10/01/2018
CITIZENS SECURITIES, INC. (WAYNE PA)
NY
08/07/2006 - 03/04/2008
CHASE INVESTMENT SERVICES CORP. (MOUNT SINAI NY)
IA
Issued 08/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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