Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Rae Hopp is a financial advisor with over 20 years of experience in the financial services industry. Kristina is currently registered with LPL Financial LLC. She is licensed in Illinois and has a Series 7, Series 8 and Series 63 licenses. Kristina has held previous positions with Wedbush Morgan Securities Inc., U.S. Bancorp Piper Jaffray Inc., Sutro & Co. Incorporated, Charter Investment Group, Inc., Smith Barney Shearson Inc., and Lehman Brothers Inc.
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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2
IL
07/21/2015 - Present
LPL Financial LLC (NAPERVILLE IL)
OR
04/02/2002 - 10/01/2007
WEDBUSH MORGAN SECURITIES INC. (LAKE OSWEGO OR)
MN
09/23/1998 - 05/09/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
01/15/1996 - 10/04/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
10/08/1994 - 04/04/1996
CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)
NY
07/31/1993 - 04/29/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
09/16/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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