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 Prisk is a financial advisor with Morgan Stanley. Kristine has been in the financial industry since August 2000. Kristine holds Series 63, 65, 7, 24, and SIE licenses. Kristine has an active registration with the Securities and Exchange Commission and is registered in 52 states. Kristine provides financial planning, asset allocation advice, pension consulting, and educational seminars. Kristine has a wide range of experience in the financial industry, including working at UBS Financial Services Inc., Multi-Financial Securities Corporation, and Vestax Securities Corporation. Kristine's dedication to providing excellent service to her clients is evident in her long career in the financial industry.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/15/2020 - Present
Morgan Stanley (HUDSON OH)
OH
06/15/2006 - 01/23/2012
UBS FINANCIAL SERVICES INC. (AKRON OH)
CO
01/01/2004 - 08/11/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
10/05/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kristine Prisk is the right advisor for you? Invested Better is here to help.
