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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Porcaro is an investment advisor representative at Hightower Advisors, LLC in Lexington, Massachusetts. Kristine has been in the financial industry since 1994 and has a Series 6, Series 63, and Series 65 license. Kristine has experience working with a variety of clients, including individuals, families, businesses, and institutions. Kristine is also a Certified Financial Planner. Hightower Advisors, LLC is a national financial services firm that provides a range of financial services, including investment management, financial planning, and retirement planning. The firm has a long history of providing quality financial services to its clients.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
10/18/2019 - Present
Hightower Advisors, LLC (Lexington MA)
NY
09/08/2000 - 06/26/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
FL
12/17/1996 - 09/30/1998
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
MA
08/03/1994 - 12/18/1996
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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