Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristoffer? Claim Your ProfileKristoffer Fu is a financial advisor at Kestra Private Wealth Services, LLC, with over 14 years of experience in the financial services industry. Kristoffer is a Certified Financial Planner™ professional with a strong track record of helping individuals and families achieve their financial goals. Kristoffer is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. Kristoffer's clients appreciate his dedication to understanding their individual needs and providing tailored solutions to meet those needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
TX
02/03/2021 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
10/01/2012 - 02/18/2021
J.P. MORGAN SECURITIES LLC (WHITTIER CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHITTIER CA)
CA
11/02/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (WHITTIER CA)
CA
02/02/2007 - 08/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CORONA CA)
BOTH
Issued 05/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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