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 Booth is a financial advisor with over 15 years of experience in the financial services industry. Kristine is registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in the state of Washington. Kristine is also licensed to sell securities in Washington. Kristine has a Series 7, Series 63, and Series 66 licenses. Kristine provides financial advice to individuals, businesses, trusts, estates, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Kristine specializes in asset allocation services, financial planning, and portfolio management.
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.
Asset allocation services
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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WA
01/17/2024 - Present
Ameriprise Financial Services, LLC (POULSBO WA)
UT
03/03/2008 - 12/07/2009
WELLS FARGO INVESTMENTS, LLC (PROVO UT)
WA
08/31/2005 - 01/04/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (EVERETT WA)
BOTH
Issued 01/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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