Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Hrncir is an investment advisor representative at Lincoln Investment and Capital Analysts. Kristen has been in the financial services industry since 2005, with experience at several firms. Kristen holds the Series 6, 7, 63, 24, 51 and SIE licenses. Kristen is a Certified Financial Planner and specializes in investment planning, retirement planning, college savings, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/12/2024 - Present
Lincoln Investment (Sugar Land TX)
TX
03/15/2010 - 01/29/2024
VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
06/30/2008 - 03/11/2010
WELLS FARGO ADVISORS, LLC (BELLAIRE TX)
TX
12/06/2007 - 07/07/2008
AXA ADVISORS, LLC (HOUSTON TX)
TX
05/18/2007 - 11/16/2007
GREAT AMERICAN ADVISORS, INC. (RICHARDSON TX)
TX
03/27/2006 - 05/08/2007
ING FINANCIAL ADVISERS, LLC (RICHARDSON TX)
CA
04/22/2005 - 03/28/2006
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 09/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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