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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khirstine? Claim Your ProfileKhirstine Lumban is a financial advisor with Newfront Retirement Services, Inc. Khirstine has been in the industry since 2012. Khirstine is registered with the state of California and has a Series 3, Series 34, and Series 65 license. Khirstine has experience working with individuals, pension and profit sharing plans, and other clients. Khirstine is committed to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CA
09/21/2023 - Present
Newfront Retirement Services, Inc. (Sa Bruno CA)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 12/10/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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