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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Sorensen is a financial advisor with Summit Global Investments, LLC. Kristi has been in the industry for over 19 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Kristi is a registered investment advisor in California, Idaho, and Utah. Kristi has earned her Series 6, Series 63, and Series 65 licenses. Kristi holds the SIE. In addition to her financial advisory services, Kristi also provides other services such as analytical services, financial planning, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
07/13/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
NC
08/29/2023 - 11/14/2023
VERITY INVESTMENTS, INC. (DURHAM NC)
UT
01/06/2012 - 07/11/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
UT
07/05/2004 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DRAPER UT)
IA
Issued 03/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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