Unclaimed
Shishun Kryskalla is an active investment advisor representative with Ameriprise Financial Services, LLC. Shishun has been in the industry since August 2015 and holds a Series 63, Series 65, Series 7TO, and SIE licenses. Shishun is registered in California with both Broker-Dealer and Investment Advisor licenses. Previously, Shishun worked at Morgan Stanley and UBS Financial Services Inc. Shishun specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Asset allocation services
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.
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2
CA
08/20/2024 - Present
Ameriprise Financial Services, LLC (SAN MATEO CA)
CA
12/06/2022 - 11/08/2023
MORGAN STANLEY (Menlo Park CA)
CA
03/16/2022 - 11/29/2022
UBS FINANCIAL SERVICES INC. (PALO ALTO CA)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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