Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Krumland is a financial advisor at Edward Jones, a well-known firm with a long history of providing financial guidance to individuals and families. Regina is a Certified Financial Planner and has been working in the industry since 2001. Regina is registered with both the Financial Industry Regulatory Authority (FINRA) and the state of California, as well as a number of other states. Regina holds Series 63, 66, and 7 licenses, as well as the Securities Industry Essentials Examination (SIE). Regina specializes in providing financial planning, portfolio management, and investment advice for individuals, families, and small businesses. Regina also has experience in working with retirement planning, education planning, and estate planning. Regina is committed to helping clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
CA
01/04/2019 - Present
Edward Jones (ATASCADERO CA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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