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 Wallington is an Investment Advisor Representative with The Wealth Collaborative, Inc. based in Westlake Village, CA. Kristine has been in the industry since 1997. Kristine holds the Series 6 and Series 65 securities licenses and is registered as an Investment Advisor Representative with the state of California. The Wealth Collaborative, Inc. has 2 client types: high net worth individuals and individuals other than high net worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
04/23/2008 - Present
THE Wealth Collaborative, Inc. (WESTLAKE VILLAGE CA)
TX
09/24/1997 - 02/04/1998
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 08/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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