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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 Rossiter-slamka is a financial advisor with Edward Jones. Kristine has been in the financial services industry for over 20 years, working in various capacities. Kristine is licensed to provide financial advice in 25 states and holds several industry licenses including Series 7, Series 24, and Series 66, along with the SIE. Kristine offers investment advice to individuals, families, and businesses, and holds the Certified Financial Planner designation.
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.
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.
See schedule d - miscellaneous
1
2
WI
03/22/2010 - Present
Edward Jones (CUDAHY WI)
WI
06/10/2002 - 01/21/2010
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
09/28/2001 - 04/12/2002
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
WI
10/19/1999 - 09/20/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
07/21/1999 - 10/13/1999
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BOTH
Issued 08/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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