Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Guisao-barreto is a financial advisor at Janney Montgomery Scott LLC. Kristine has been in the industry since 2004 and has a broad range of experience serving individual investors and institutions. Kristine has a strong track record of providing financial planning and investment management services to help clients achieve their financial goals. Kristine is a registered representative of Janney Montgomery Scott LLC and holds the following licenses: Series 66, Series 63, Series 9, Series 10, Series 7, and SIE.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
03/05/2019 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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