Unclaimed
Kristine Kathryn Hartland is a financial advisor with over 30 years of experience in the financial services industry. Kristine is currently registered with Ameriprise Financial Services, LLC in both Florida and Minnesota. Previously, Kristine worked for LPL Financial LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Kristine is a Certified Financial Planner (CFP) and holds the Series 7, Series 24, Series 63, and SIE licenses. Kristine's areas of expertise include asset allocation, financial planning, and portfolio management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/06/2023 - Present
Ameriprise Financial Services, LLC (Riverview FL)
FL
11/04/2016 - 03/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)
FL
09/20/2002 - 11/22/2016
LPL FINANCIAL LLC (LARGO FL)
MN
10/29/1990 - 09/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/29/1990 - 09/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristine Hartland is the right advisor for you? Invested Better is here to help.