Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Lyons is a financial advisor with over 12 years of experience in the financial services industry. Kristofer is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Kristofer is currently registered with TCI Wealth Advisors, Inc. as an Investment Advisor Representative. Prior to that, Kristofer held roles with Socially Stealth, LLC, Charles Schwab Bank, and Charles Schwab & Co., Inc.. Kristofer holds Series 63, Series 66, Series 7, Series 9 and Series 10 licenses as well as the SIE. Kristofer specializes in providing financial advice to individuals, high-net-worth individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
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.
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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AZ
11/01/2024 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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