Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Y Lingo is a financial advisor who has been in the industry since January 15, 2006. Kristina is registered with LPL Financial LLC in San Diego, California and has been with the firm since July 2003. Kristina has a wide range of experience and is licensed to provide financial advice in all 50 states. In addition to her work as a financial advisor, Kristina also provides pet-sitting services in San Diego.
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.
1
2
CA
03/12/2007 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
11/16/2010 - 12/21/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
10/08/2008 - 11/12/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BOTH
Issued 03/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristina Lingo is the right advisor for you? Invested Better is here to help.
