Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Keck has been in the financial industry since 1999. Kristina holds a Series 6, Series 7, Series 24, Series 63, and Series 66 license. Kristina is a Registered Representative with LPL Financial LLC and is a Registered Investment Advisor with Global Retirement Partners LLC. Kristina has previously worked at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.
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.
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CA
01/07/2025 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
05/08/2018 - 04/30/2024
FWS RETIREMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
01/24/2013 - 09/12/2014
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
CA
09/08/2009 - 02/20/2013
LPL FINANCIAL LLC (SANTA ROSA CA)
CA
02/12/2001 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SANTA ROSA CA)
WI
10/20/1998 - 09/27/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/22/1999 - 12/07/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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