Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Costle is a financial advisor at LPL Financial LLC, a registered investment advisor with more than $50 billion in assets under management. Kristin has been in the financial services industry since May 5, 2021. Kristin has a Series 7TO, Series 66 and SIE license and is registered in Montana. Kristin has experience with investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Kristin provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.
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.
1
2
MT
08/11/2021 - Present
LPL Financial LLC (BOZEMAN MT)
MT
05/05/2021 - 07/21/2021
WADDELL & REED (BOZEMAN MT)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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