Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Marie Stetson is a licensed Investment Advisor Representative with Sequent Planning, LLC. Kristina holds the Series 65 license and is registered to provide investment advisory services in Arizona. Kristina has experience in the financial services industry and has worked at various companies like TD Synnex and Insight. Kristina is also the owner of Turn To Stone, a business selling gemstones and costume jewelry, and an insurance agent with Futurity First Insurance Group.
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.
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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NE
01/16/2024 - Present
Sequent Planning, LLC (OMAHA NE)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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