Kristina K. Elgee

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 01/2023
  Massachusetts Mutual Life Insurance Company
  Pensacola, FL
• 03/2017 → 01/2023
  Mml Investors Services, Llc
  Pensacola, FL
• 01/2023 → Present
  Regions Bank
  Destin, FL
• 01/2023 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 01/2023 → Present
  Cetera Investment Advisers Llc
  Destin, FL

Previous Registrations

• 2017-03-25 → 2023-01-10
  Mml Investors Services, Llc
  Panama City, FL
  Pensacola, FL
  Miramar Beach, FL
• 2015-05-28 → 2017-03-25
  Msi Financial Services, Inc.
  Panama City, FL
  Panama City, FL
  Panama City, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-03-20

Other Names

• Kristina Kay Ward
• Kristina Ward Blier