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Kristina Tunick

Ares Wealth Management Solutions, LLC

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About Kristina Tunick

Kristina Tunick is a financial advisor who has been in the industry since November 2007. Kristina is currently registered with Ares Wealth Management Solutions, LLC and has been with the firm since November 2021. Kristina has a strong track record of success in the financial services industry, and she is committed to providing her clients with personalized financial advice and guidance. She has held previous positions at Quasar Distributors, LLC, Independent Brokerage Solutions LLC, Brookfield Private Advisors LLC, and HRC Fund Associates, LLC. Kristina holds the Series 63, SIE, and Series 7 licenses. Kristina is licensed to provide investment advice in California, Colorado, Illinois, and Washington.

Firm Information

Kristina Tunick is currently registered with Ares Wealth Management Solutions, LLC. Ares Wealth Management Solutions, LLC is a Limited Liability Company formed on December 21, 2001. The firm is registered with the SEC and all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kristina Tunick’s Registration & Firm History

CO

11/16/2021 - Present

Ares Wealth Management Solutions, LLC (DENVER CO)

ME

02/05/2018 - 11/15/2021

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

10/10/2019 - 11/10/2021

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

NY

03/17/2021 - 11/09/2021

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

NY

11/20/2007 - 02/02/2018

HRC FUND ASSOCIATES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/27/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Tunick.
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