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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Anne Fitzpatrick is an Investment Advisor Representative at Fisher Investments. Krista is registered with the state of Florida and Texas. Previously, Krista was with Northern Lights Distributors, LLC in Elkhorn, Nebraska. Krista has been a registered representative since October 1993 and has experience in the financial services industry for over 30 years. In addition to providing investment advice, Krista provides other financial services such as portfolio management, financial planning and portfolio assessment. Krista's primary firm, Fisher Investments, is a fee-only firm that manages assets for high net worth individuals, families, charitable organizations, pooled investment vehicles, corporations, and other institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/27/2023 - Present
Fisher Investments (TAMPA FL)
NE
10/13/2017 - 04/16/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
FL
08/12/2015 - 10/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKELAND FL)
FL
01/18/2007 - 02/04/2008
KENDRICK PIERCE & CO (TAMPA FL)
FL
02/24/2000 - 04/04/2006
HEFLIN & CO., L.L.C. (ST. PETERSBURG FL)
FL
10/08/1993 - 02/08/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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