Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crista? Claim Your ProfileCrista Tucker is a financial advisor with over 15 years of experience in the financial services industry. Crista is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC, and is licensed to provide investment advice in several states. Crista's primary focus is on providing financial planning and portfolio management services to high-net-worth individuals, families, businesses, and institutions. Crista holds both Series 7 and 66 licenses. In addition to her professional responsibilities, Crista is also an active member of the community, serving on the board of Arts Westchester.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
06/27/2024 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
CT
03/11/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Greenwich CT)
NY
04/30/2008 - 03/18/2022
WELLS FARGO CLEARING SERVICES, LLC (PURCHASE NY)
NY
02/11/1997 - 03/19/1997
GENESIS MERCHANT GROUP SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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