Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Walch is a financial advisor at Gradient Securities, LLC. Kristina has been in the industry since 2008 and has a strong track record of success. Kristina specializes in financial planning, portfolio management for individuals, and selection of other advisors. Kristina is committed to helping clients achieve their financial goals and has the experience and expertise to do so.
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.
Solicitor fees
1
2
MN
01/28/2022 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MN
06/15/2017 - 01/28/2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
02/07/2014 - 05/12/2017
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
02/26/2008 - 01/14/2014
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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