Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Yrrizarry is a financial advisor with Commonwealth Financial Network in Waltham, MA. Kristofer has been working in the financial services industry since 1998. Prior to joining Commonwealth Financial Network, Kristofer worked at Allspring Funds Distributor, LLC, Charles Schwab & Co., Inc., and MBSC Securities Corporation. Kristofer has a wide range of experience in the industry and holds licenses to sell securities 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.
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.
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.
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2
MA
07/06/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
02/13/2019 - 10/31/2022
ALLSPRING FUNDS DISTRIBUTOR, LLC (BOSTON MA)
CO
08/26/2015 - 10/10/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CA
06/09/2014 - 08/18/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)
CA
07/02/2007 - 05/27/2014
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
03/29/2005 - 07/02/2007
MBSC, LLC (SAN FRANCISCO CA)
AZ
04/14/2003 - 02/11/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
04/14/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
04/14/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
TX
03/02/1998 - 01/27/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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