Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Borke is an investment advisor representative registered with Empower Advisory Group, LLC. Kristin has been in the financial services industry since November 4, 2006. Kristin is registered with the state of Colorado as an investment advisor representative and holds Series 66, Series 7, Series 9, Series 10, and Series 24 securities licenses. Kristin has worked at TD Ameritrade, Inc. and Charles Schwab & Co., Inc. before joining Empower Advisory Group. The firm specializes in providing financial planning services and portfolio management to individuals, high net worth individuals, corporations, charitable organizations, and state or municipal government entities.
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.
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.
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2
CO
06/08/2023 - Present
Empower Advisory Group, LLC (Highlands Ranch CO)
NE
05/03/2022 - 06/02/2023
TD AMERITRADE, INC. (OMAHA NE)
CO
02/07/2007 - 06/02/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
08/29/2006 - 12/05/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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