Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Ziskin is a financial advisor with over 10 years of experience in the financial industry. Kristopher is currently registered with GWN Securities Inc. in California. Kristopher has been registered with the firm since May 2017. Prior to joining GWN Securities Inc., Kristopher worked at Planmember Securities Corporation in California from 2012 to 2017 and Morgan Stanley Smith Barney from 2011 to 2012. Kristopher is a Series 66, Series 7 and Series 31 licensed advisor. Kristopher provides financial planning and portfolio management services to individuals and businesses. Kristopher also offers market timing services and helps clients select other advisors. Kristopher is a specialist in providing services for high net worth individuals. Kristopher has over 88 clients with approximately $3 billion in assets under management.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
05/26/2017 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
10/09/2012 - 05/30/2017
PLANMEMBER SECURITIES CORPORATION (LOS ANGELES CA)
CA
07/04/2011 - 06/19/2012
MORGAN STANLEY SMITH BARNEY (ROLLING HILLS CA)
BOTH
Issued 07/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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