Kristina Furnari (CRD# 4203268) is an Investment Advisor Representative working at Wellington Shields & Company, LLC in Flagler Beach, FL and has over 23 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellington Shields & Company, LLC | New York, NY | Nov 2009 - Current | 14 |
| Hg Wellington & Co Inc. | New York, NY | Feb 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management409MILLIONS
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Total Number of Accounts493ACCOUNTS
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Average Account Value$829,054
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, PA, TX, VA, VT
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