Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Turchan is a financial advisor with over 25 years of experience in the financial services industry. Kristi is currently registered with LPL Financial LLC and has held previous registrations with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC and DEAN WITTER REYNOLDS INC. Kristi has a Series 7, Series 31, Series 63, and Series 65 license. Kristi is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Kristi specializes in providing personalized financial guidance, retirement planning, and investment strategies to help clients achieve their financial goals.
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
MI
01/18/2022 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
01/03/2011 - 01/20/2022
VOYA FINANCIAL ADVISORS, INC. (GRAND RAPIDS MI)
MI
09/14/1999 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (GRAND RAPIDS MI)
NY
01/12/1996 - 07/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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