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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystle? Claim Your ProfileKrystle Gesmundo is an investment advisor representative who has been in the industry since 2006. Krystle has worked with UBS Financial Services Inc. since 2012. Previously, Krystle worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc.. Krystle is registered with the state of New Jersey as an investment advisor representative.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (MELVILLE NY)
NY
10/03/2012 - 03/24/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
01/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
04/18/2006 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
BOTH
Issued 01/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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