Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Schurrath Regan is an Investment Advisor Representative at Perigon Wealth Management, LLC. Kristina has been in the financial services industry for over 20 years, starting her career at Deutsche Banc Alex. Brown Inc. in 2001. Kristina holds the Series 7 and Series 65 licenses, and has a diverse background in financial planning, portfolio management and selection of other advisors.
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.
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.
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CA
08/14/2024 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
NY
01/13/2001 - 06/25/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
05/11/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 11/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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