Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Cavalieri is a financial advisor with Fidelity Personal and Workplace Advisors in Columbus, OH. Krista has been a registered representative for 17 years and has experience in a variety of financial services, including investment advisory, financial planning, and portfolio management. Krista has also worked for Cambridge Investment Research, Inc., Allstate Financial Services, LLC, NFP Securities, Inc., Morgan Stanley Smith Barney, and UBS Securities LLC. Krista is a Certified Financial Planner™ and has a Series 7, 31, and 66 license.
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.
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.
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
OH
07/28/2022 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
OH
07/16/2013 - 06/18/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLUMBUS OH)
OH
02/05/2013 - 07/08/2013
ALLSTATE FINANCIAL SERVICES, LLC (DUBLIN OH)
CT
10/14/2011 - 07/19/2012
NFP SECURITIES, INC. (WESTPORT CT)
CT
11/03/2010 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (GREENWICH CT)
CT
11/01/2005 - 09/13/2010
UBS SECURITIES LLC (STAMFORD CT)
BC
Issued 07/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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