Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alaina? Claim Your ProfileAlaina Kolpin is a financial advisor with LPL Financial LLC. Alaina has been in the industry since February 2017 and holds Series 7 and Series 66 licenses. Alaina has experience with individual clients and corporations. In addition to providing financial planning and portfolio management services, Alaina offers a range of other advisory services, including educational seminars and selection of other advisors. Alaina also previously worked at Momentum Independent Network Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/05/2024 - Present
LPL Financial LLC (WORTHINGTON MN)
MN
02/07/2017 - 06/07/2024
MOMENTUM INDEPENDENT NETWORK INC. (WORTHINGTON MN)
BOTH
Issued 04/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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