Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Eng is a financial advisor who has been in the industry since 2007. Kirsten is currently registered with LPL Financial LLC. Kirsten has previously been associated with several other firms including: Gенеos Wealth Management, Inc., Purshe Kaplan Sterling Investments, Vanguard Marketing Corporation, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Raymond James Financial Services, Inc. Kirsten has experience working with a variety of client types including individuals, high-net-worth individuals, corporations, and charitable organizations.
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
02/07/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
04/02/2019 - 10/30/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
AZ
11/07/2012 - 12/18/2012
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
03/12/2012 - 11/01/2012
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
09/12/2011 - 02/17/2012
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
05/02/2008 - 08/23/2011
FIDELITY BROKERAGE SERVICES LLC (GLENDALE AZ)
AZ
06/15/2007 - 03/25/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
05/02/2003 - 06/18/2007
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
FL
09/30/2002 - 04/21/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
09/07/2001 - 10/01/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
OR
08/18/2000 - 02/05/2001
STRAND, ATKINSON, WILLIAMS & YORK, INC. (PORTLAND OR)
OR
12/01/1999 - 08/18/2000
ADAMS, HESS, MOORE & CO. (PORTLAND OR)
BOTH
Issued 06/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2019
Series 99TO - Operations Professional Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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