Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Irving is a registered investment advisor representative with Brokers International Financial Services, LLC, and Integrity Advisory Solutions. Kristi has been in the financial services industry since 2007. Kristi currently holds Series 7, 66, and 24 licenses and has worked with clients in Iowa, Florida, Massachusetts and Nevada.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
10/03/2013 - Present
Brokers International Financial Services, LLC (Urbandale IA)
IA
03/08/2011 - 01/09/2013
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
04/27/2007 - 02/25/2011
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (PANORA IA)
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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