Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Britt Tangeman-Herve is an investment advisor representative who has been in the financial services industry since 1999. Kirsten is currently registered with LPL Financial LLC. Kirsten previously worked for Ameriprise Financial Services, LLC and Protected Investors of America. Kirsten holds a Series 7, Series 63, Series 65 and Series 66 license.
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.
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2
CA
09/10/2021 - Present
LPL Financial LLC (MISSION VIEJO CA)
CA
05/23/2016 - 09/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (WALNUT CREEK CA)
CA
02/21/2008 - 05/23/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
MA
09/26/2000 - 03/12/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/31/1993 - 09/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/10/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 04/03/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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