Kristina Palangi, financial advisor Birmingham AL
93 score

Kristina Palangi

CRD Number: 5305049
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kristina Palangi (CRD# 5305049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Birmingham, AL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Birmingham, AL Aug 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham, AL Jun 2015 - Current 1
Sterne, Agee & Leech, Inc. Birmingham, AL Dec 2013 - Jun 2015 1
Morgan Stanley Smith Barney Bethesda, MD Aug 2012 - Dec 2013 1
Hightower Advisors, LLC Bethesda, MD Sep 2011 - Jul 2012 < 1
Ubs Financial Services Boston, MA May 2008 - Sep 2011 3
J Crew Boston, MA Oct 2009 - Nov 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond, VA Jun 2007 - May 2008 < 1
Fan Tan Richmond, VA Feb 2007 - Jun 2007 < 1
Team Enterprises Richmond, VA Feb 2007 - Jun 2007 < 1
Vcu Richmond, VA Aug 2005 - May 2007 1
Rj Reynolds/media Star Promotions Richmond, VA Dec 2006 - Mar 2007 < 1
Uncle Julio's Rio Granade Cafe Richmond, VA Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Kristina A. Palangi
Phone Number: 800-637-7455
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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