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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristoffer conrad? Claim Your ProfileKristoffer Conrad Pingul is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Napa, CA. Kristoffer Pingul has been in the industry since November 2019. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Kristoffer Pingul worked at FIDELITY BROKERAGE SERVICES LLC in Covington, Kentucky. Kristoffer Pingul is also registered with the state of California as a Registered Investment Advisor. Kristoffer Pingul has experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Kristoffer Pingul also offers a variety of financial services, including portfolio management, financial planning, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
09/09/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPA CA)
KY
01/05/2022 - 08/20/2024
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
CA
10/04/2019 - 12/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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