Unclaimed
Kirsten McIntyre is a financial advisor with over 20 years of experience in the industry. Kirsten has been a registered representative with LPL Financial LLC since November 2017. Prior to that, she was with Investment Centers of America, Inc. Kirsten holds the Series 6, Series 63, and SIE licenses. Kirsten's primary office is located at 320 NORTH 4TH STREET in BISMARCK, ND. Kirsten is also registered to sell securities in North Dakota.
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
ND
11/29/2017 - Present
LPL Financial LLC (BISMARCK ND)
ND
01/23/2003 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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