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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Reumann is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Kristopher has been working in the financial services industry since October 7, 2018. Kristopher is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 9, Series 66, and SIE licenses. Kristopher is also registered with the states of California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, and Vermont. Kristopher provides financial planning services and portfolio management services for individuals, corporations, and other businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
01/31/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEPEW NY)
BOTH
Issued 12/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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