Doris Kristeff, financial advisor Coral Springs FL
93 score

Doris Kristeff

CRD Number: 1932222
Current Firm: Personal Financial Profiles Inc.

Doris Kristeff (CRD# 1932222) is an Investment Advisor Representative working at Personal Financial Profiles Inc. in Coral Springs, FL and has over 19 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Coral Spring, FL Jan 2014 - Current 2
Personal Financial Profiles Inc. Coral Spring, FL Jul 1995 - Current 21
Kristeff Financial Services Coral Springs, FL May 1995 - Current 21
Foresters Equity Services, Inc. Coral Springs, FL Aug 2011 - Dec 2013 2
Triad Advisors, Inc. Norcross, GA Mar 2007 - Aug 2011 4
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Apr 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
Contact Info for Doris A. Kristeff
Phone Number: 954-755-8647
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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