Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Daniel Colvin is a financial advisor with over 20 years of experience in the industry. Kristian is registered with Emerson Equity LLC, which has offices in San Mateo, California and La Jolla, California. Kristian specializes in helping individuals and families with their financial planning and investment management. Kristian is also registered as an investment advisor representative in California and Virginia. Kristian is a Certified Financial Planner™ professional.
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.
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.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
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CA
11/21/2012 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
05/13/1999 - 09/15/2009
CHARLES SCHWAB & CO., INC. (LA JOLLA CA)
NY
06/19/1997 - 04/15/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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