Kristine B. Geer
Professional summary
Kristine Beth Geer, CFP®, who also goes by Kristy Geer, Kristine Beth Sauer, Kristy Sauer, is a registered financial advisor currently at GUIDE ADVISORS, INC. located in Bothell, Washington.
Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kristine has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristine Beth Geer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2016 - Present
GUIDE ADVISORS, INC.
Office #1: 19125 North Creek Parkway Suite 120, Bothell, WA 98011January 27, 2015 - December 18, 2015
PARK AVENUE SECURITIES LLC
August 5, 2014 - December 18, 2015
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2024)
(3/10/2021)
(11/29/2021)
(7/17/2023)
(3/31/2023)
(3/10/2021)
(4/19/2024)
(8/10/2021)
(3/31/2023)
(6/15/2024)
(3/24/2016)
Exams
Current Firm
GUIDE ADVISORS, INC.
CRD#: 281828 / SEC#:
Contact information
Red Flags
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