Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Koch is a financial advisor with West Coast Financial, LLC. Kristen is located in Santa Barbara, California, and has been in the industry since 2002. She has experience with investment advisory services including financial planning, pension consulting and portfolio management for businesses, individuals, and pooled investment vehicles. Kristen holds Series 7 and 66 registrations.
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.
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.
1
2
CA
06/16/2016 - Present
West Coast Financial, LLC (SANTA BARBARA CA)
CA
08/18/2006 - 12/31/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (SANTA BARBARA CA)
CA
05/16/2003 - 08/18/2006
CENTAURUS FINANCIAL, INC. (SANTA BARBARA CA)
CT
05/31/2002 - 05/22/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 06/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kristen Koch is the right advisor for you? Invested Better is here to help.
