Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Foley is a financial advisor with over 2 years of experience in the financial services industry. Krista Foley currently works with Raymond James Financial Services Advisors, Inc. and previously worked with Charles Schwab & Co., Inc.. Krista Foley is registered in 41 states for securities and investment advisory services. Krista Foley is licensed to provide financial planning services and portfolio management for individuals and businesses.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WY
04/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Cheyenne WY)
CA
08/01/2023 - 10/27/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sacramento CA)
WY
02/22/2021 - 02/14/2022
CHARLES SCHWAB & CO., INC. (Cheyenne WY)
BOTH
Issued 02/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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