Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Mary-louise Birge is a registered representative at M Holdings Securities, Inc., with over 10 years of experience in the financial services industry. Kristina has held previous roles at CETERA ADVISORS LLC and SECURIAN FINANCIAL SERVICES, INC. Kristina is licensed to provide investment advice and services in Nebraska. Kristina has a broad range of experience and specializes in a variety of investment areas including but not limited to: portfolio management, financial planning, and educational seminars.
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
NE
10/13/2021 - Present
M Holdings Securities, Inc. (OMAHA NE)
NE
09/26/2017 - 12/08/2017
CETERA ADVISORS LLC (OMAHA NE)
NE
08/15/2016 - 06/30/2017
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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