K R I S T I N E

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Your Journey Starts Here.

Let me help you take the first step you deserve to feel comfortable in finding confidence in yourself and becoming the best you can be.

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About me

Certified Financial Consultant

Anna Kristine is a financial advisor who understands that, there’s more to financial planning than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do - for you, your family and your community. Anna Kristine is a verified Top US financial Consultant with over 15 years of experience and have bagged license is different states in the United States of America.

My main focus will continue to increase in trading and investing. This is what lights a fire within me, that gets me giddy like nothing else because it’s something am very good at and I love to do it. No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple. We don’t only teach you how to become a successful technical trader, but also expands your mind in ways you’d never expect.

I provide advice about securities to clients; In addition, managing investment portfolios and offer financial planning services. I am a seasoned stock broker with a lot of experience in crafting and implementing trading strategies, generating consistent returns for my clients. Its my Fiduciary duty to help.

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My Services

services
STOCKS

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. Historically, they have outperformed most other investments.

CRYPTOCURRENCY

It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand. Let’s make your crypto experience an easy one for you.

SECURITY ON INVESTMENTS

Our Investment platform gives a certain degree on security of the clients Equity, making sure to avoid leveraged risk on investment margin.

PORTFOLIO MANAGEMENT

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk .

CONSULTATION

Have a chat and call with the expert on Investment options and opportunities to suit your financial goals.

REAL ESTATE

Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome. We are here to help!

ALGO MINING

Genetic algorithms are unique ways to solve complex problems by harnessing the power of nature. By applying these methods to predicting security prices, traders can optimize trading rules by identifying the best values to use for each parameter for a given security.

INVESTMENT PLANNING

Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals. It’s also important to define your timeline and how much risk you’re willing to take on in order to determine your optimal asset allocation. This is why we’re here for you, let’s help you start the plan.

REIT-FUND

Trades on Market, passes Rental Income % to you as Dividend. REITs own Real Estate under Brokerage management.

MUTUAL FUNDS

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.

BONDS

Bonds are debt securities that are issued by corporations and governments to raise funds. Investors purchase bonds by putting an upfront amount as an initial investment—called the principal. When the bond expires or matures—called the maturity date—the investors are paid back their principal.

Examination & Work Experience

Examination & Work Experience
Examination
SERIES 66 - UNIFORM COMBINED STATE LAW EXAMINATION

Feb 13, 2006

State Securities Law Exam

SIE - SECURITIES INDUSTRY ESSENTIALS EXAMINATION

OCT 1, 2018

General Industry/products Exam

SERIES 7 - GENERAL SECURITIES REPRESENTATIVE EXAMINATION

OCT 5, 2005

General Industry/Products Exam

Experience
LPL FINANCIAL LLC (CRD#:6413)

Since 7/21/2021

SAN JOSE, CA

WADDELL & REED (CRD#:866)

02/14/2006 - 07/21/2021

SAN JOSE, CA

Beginners Guide

In the learning stages I do not think it’s possible to approach anything with a part time attitude and get an awesome results. Even if you fully commit yourself to something new it doesn’t guarantee you will get the results others are getting.

So imagine if you don’t even really bother trying. Learning to trade has been the hardest thing I have ever had to do if you are looking to do the same I strongly suggest you should go all in or better don’t try.

On the flip side, if you have spend 3 to 5 years mastering trading, the technical and your mindset, you’re getting epic results but you want to input less hours to explore other avenues then is 100% achievable. Find a trading style that suit you ( most likely swing trading ) and requires less time and you’re set.

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Address
New Jersey , United States.
Working Hours
8am - 5pm (Monday - Friday)
11am - 3pm (Saturday - Sunday)