Kristina Engel, financial advisor Oviedo FL

Kristina Engel

CRD Number: 6913206
Current Firm: Charles Schwab & Company, Inc.

Kristina Engel (CRD# 6913206) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oviedo, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Feb 2018 - Current 6
Unemployed Oviedo, FL May 2017 - Feb 2018 < 1
Rollins College, The Crummer Graduate School Of Business Winter Park, FL Aug 2015 - May 2017 1
Fs Investments Orlando, FL Jun 2016 - Apr 2017 < 1
Aaa National Heathrow, FL Jan 2016 - Aug 2016 < 1
The Ups Store #4118 Lake Mary, FL Oct 2009 - Dec 2015 6
Hull & Associates Maitland, FL Oct 2014 - Jun 2015 < 1
Rollins College Winter Park, FL Aug 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2020
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Kristina A. Engel
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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