Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Lynn Harris is a financial advisor registered with LPL Financial LLC, a well-established firm with over $50 billion in assets under management. Kristina has been in the financial services industry since February 2019 and holds Series 7, 66, and SIE licenses. Prior to joining LPL Financial LLC, Kristina worked with Avantax Investment Services, Inc., in West Des Moines, Iowa. Kristina's focus is on providing financial planning and portfolio management services to individuals, businesses, and retirement plans. She has extensive experience in the financial services industry and is committed to providing her clients with personalized and comprehensive financial solutions.
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
IA
11/05/2024 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
02/26/2019 - 11/01/2021
AVANTAX INVESTMENT SERVICES, INC. (WEST DES MOINES IA)
BOTH
Issued 05/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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