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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Medina is an Investment Advisor Representative with Medina Value Partners, LLC, a firm that specializes in portfolio management for businesses and pooled investment vehicles. Kristofer has been in the industry since September 2010 and has a Series 65 license. He is registered with the states of California and Texas. Kristofer is a registered investment advisor with Medina Value Partners, LLC, and is active in the industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/08/2020 - Present
Medina Value Partners, LLC (LOS ANGELES CA)
IA
Issued 10/24/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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