Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina K Dahl is a financial advisor with Independent Wealth Network, Inc. Kristina K Dahl has been in the financial services industry for over 16 years and has a Series 66, Series 7TO, SIE and Series 7 license. Kristina K Dahl works with individual clients and has experience in helping clients with their financial planning, pension consulting and portfolio management. Kristina K Dahl has been registered with the state of Arizona, New York and South Dakota. Prior to joining Independent Wealth Network, Inc., Kristina K Dahl worked at Securities America, Inc., Waddell & Reed, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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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AZ
05/21/2021 - Present
Independent Wealth Network, Inc. (Glendale AZ)
AZ
04/23/2018 - 11/25/2020
SECURITIES AMERICA, INC. (GLENDALE AZ)
AZ
12/02/2015 - 04/26/2018
WADDELL & REED (SCOTTSDALE AZ)
AZ
01/01/2008 - 12/01/2014
WELLS FARGO ADVISORS, LLC (PEORIA AZ)
AZ
09/07/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SUN CITY AZ)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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