Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Kepperling is a registered Investment Advisor Representative with Foundations Investment Advisors LLC. Kristina is located in Phoenix, Arizona and works with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Kristina has been in the financial services industry since 2008 and has a Series 65 license. Kristina is also the owner/CEO of Powerful Legacy Insurance.
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.
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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KY
10/06/2023 - Present
Foundations Investment Advisors LLC (Lexington KY)
IA
Issued 10/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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