Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Hoglund is a financial advisor currently registered with SoFi Wealth LLC. Kristina has been in the industry since 2014 and has prior experience with Ameriprise Financial Services, LLC, LPL Financial LLC and Fidelity Brokerage Services LLC. Kristina offers financial planning, portfolio management for individuals and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/15/2023 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
UT
02/26/2016 - 11/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MIDVALE UT)
UT
02/05/2014 - 04/08/2014
LPL FINANCIAL LLC (SALT LAKE CITY UT)
UT
04/17/2012 - 07/23/2013
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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