Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Keanna Hasterlik is a financial advisor at Independent Financial Group, LLC, a firm with offices in San Diego, California. Kelsey has been in the industry since 2011 and has experience in a variety of areas including financial planning, portfolio management, and pension consulting. Kelsey is registered as a Registered Representative in the state of California.
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.
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.
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.
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2
CA
05/17/2018 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
09/22/2017 - 08/21/2018
EMERSON EQUITY LLC (SAN MATEO CA)
CA
08/18/2015 - 09/28/2017
SHOPOFF SECURITIES, INC. (IRVINE CA)
CO
11/12/2013 - 07/24/2015
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
MT
10/01/2013 - 11/01/2013
S.G. LONG & COMPANY (MISSOULA MT)
NJ
03/29/2012 - 10/02/2013
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
MT
05/14/2011 - 02/27/2012
D.A. DAVIDSON & CO. (MISSOULA MT)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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