linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristofer Kevin Holz

Independence Point Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristofer? Claim Your Profile

About Kristofer Kevin Holz

Kristofer Kevin Holz is a registered representative with Independence Point Securities LLC. Kristofer has passed the Investment Banking Registered Representative Examination and the Securities Industry Essentials Examination. Kristofer has been in the industry for 1 day. The individual's registration with FINRA was effective 04/17/2023.

Firm Information

Kristofer Holz is currently registered with Independence Point Securities LLC. Independence Point Securities LLC is a Limited Liability Company formed on November 23, 2021. The firm is registered in seven states: California, Colorado, New York, Pennsylvania, Texas, Utah, and Wisconsin, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristofer Holz’s Registration & Firm History

NY

04/17/2023 - Present

Independence Point Securities LLC (New York NY)

Not sure if Kristofer Kevin Holz is right for you?

Licenses & Designations

BC

Issued 04/16/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristofer Kevin Holz.
Not sure if Kristofer Kevin Holz is right for you?