Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Larsen is a financial advisor with over 20 years of experience in the industry. Kristina currently holds a Series 7, 6, 24, 27, 66, and SIE license and is registered in Nebraska as a Registered Representative and Investment Advisor Representative. Kristina is affiliated with Osaic Wealth, Inc., and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Kristina is also an active member of the community and is dedicated to providing her clients with personalized financial advice.
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.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
12/18/2018 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
01/18/2016 - 12/07/2018
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
08/25/1994 - 10/25/2008
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 06/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 07/03/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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