Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Ann Stamper is a financial advisor currently working at Concurrent Investment Advisors, LLC. Krista holds a Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses. Krista has over 20 years of experience in the financial industry and has worked with various firms, including Wells Fargo Investments, LLC, Wedbush Securities Inc., Raymond James Financial Services, Inc. and Purshe Kaplan Sterling Investments. Krista has expertise in financial planning, pension consulting, and portfolio management for individuals. Concurrent Investment Advisors, LLC is a Registered Investment Advisor headquartered in Tampa, Florida. Krista provides financial advice to individual clients, pension plans and corporations, and manages approximately $6.25 billion in assets.
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.
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
FL
02/02/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
AK
04/24/2023 - 06/26/2024
PURSHE KAPLAN STERLING INVESTMENTS (Fairbanks AK)
AK
10/05/2020 - 05/01/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Fairbanks AK)
AK
02/03/2006 - 10/07/2020
WEDBUSH SECURITIES INC. (FAIRBANKS AK)
CA
04/22/1999 - 02/21/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 06/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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