linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristine Marie Gillard

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristine? Claim Your Profile

About Kristine Marie Gillard

Kristine Gillard is a financial advisor with Transamerica Financial Advisors, Inc., having over 19 years of experience in the industry. Kristine Gillard is registered with FINRA and is licensed in Florida and North Carolina. Kristine Gillard is also registered as an Investment Advisor Representative in Florida and North Carolina. Kristine Gillard has previously worked with UBS Financial Services Inc., BANC ONE SECURITIES CORPORATION and Signator Investors, Inc.. Kristine Gillard's current employment with Transamerica Financial Advisors, Inc., is based in St. Petersburg, FL.

Firm Information

Kristine Gillard is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristine Gillard’s Registration & Firm History

FL

06/28/2017 - Present

Transamerica Financial Advisors, Inc. (ST PETERSBURG FL)

FL

05/13/2016 - 03/07/2017

SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)

FL

03/03/2014 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

07/17/2006 - 08/15/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

NJ

03/18/2004 - 01/06/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

IL

03/24/2003 - 03/15/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

Not sure if Kristine Marie Gillard is right for you?

Licenses & Designations

BOTH

Issued 06/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristine Marie Gillard.
Not sure if Kristine Marie Gillard is right for you?