Kristine J George

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2014 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Viera, FL
• 02/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melbourne, FL

Previous Registrations

• 2014-08-08 → 2023-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockledge, FL
  Rockledge, FL
• 2014-07-01 → 2014-08-13
  Wells Fargo Advisors Financial Network, Llc
  Melbourne, FL
• 2011-12-22 → 2014-07-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockledge, FL

Other Businesses

TRUSTEE FOR PARENT'S TRUST, INV RELATED, ROCKLEDGE, FL, START: 3/3/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-20

Other Names

• Kristine Johanna Bloomquist
• Kristine J George
• Kristine J George
• Kristine Johanna Bloomquist
• Kristine Johanna George