Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Lamont is a financial advisor with over 13 years of experience in the financial services industry. Kristian is currently registered with LPL Financial LLC and holds Series 66, Series 7 and SIE licenses. Kristian's previous experience includes working at Securities America, Inc. and Edward Jones. Kristian is a Certified Financial Planner. Kristian works with individual clients, corporations, pension and profit-sharing plans, charitable organizations and investment clubs.
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
IA
12/01/2021 - Present
LPL Financial LLC (CLEAR LAKE IA)
IA
01/07/2013 - 12/02/2021
SECURITIES AMERICA, INC. (MASON CITY IA)
IA
02/10/2009 - 01/08/2013
EDWARD JONES (HIAWATHA IA)
BOTH
Issued 02/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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