Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Sullivan is a financial professional with over 23 years of experience in the industry. Kristine is currently registered with Bellmark Partners, LLC. Kristine has experience at several firms including Covington Associates, LLC, Fleet Securities, Inc., and FleetBoston Robertson Stephens Inc. Kristine has passed the Series 7, Series 24, Series 63, Series 79, Series 99, and SIE exams. Kristine is registered in Massachusetts.
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.
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.
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2
MA
10/27/2011 - Present
Bellmark Partners, LLC (BOSTON MA)
MA
04/17/2006 - 10/04/2011
COVINGTON ASSOCIATES, LLC (BOSTON MA)
TX
09/05/2000 - 03/31/2004
FLEET SECURITIES, INC. (DALLAS TX)
CA
03/03/1997 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 01/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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