Unclaimed
Kris Hinckley is a financial advisor with over 16 years of experience in the financial services industry. Kris is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 63, and 65 securities licenses. Kris is also a registered Investment Advisor Representative (IAR) in Texas. Kris has a broad range of experience working with individual clients, businesses, and non-profit organizations. Kris specializes in financial planning, investment management, and retirement planning. Kris is committed to providing clients with personalized financial advice and services that meet their unique needs.
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.
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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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (Addison TX)
TX
08/07/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Arlington TX)
TX
03/26/2008 - 03/31/2017
KESTRA INVESTMENT SERVICES, LLC (ARLINGTON TX)
TX
01/23/2007 - 04/18/2008
H.D. VEST INVESTMENT SERVICES (ARLINGTON TX)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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