Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Wittmaack is a financial advisor with Citizens Securities, Inc. Krista has been in the industry since May 9, 1997. Krista holds the Series 6, 7, 9, 10, 24, 52, 53, 63, 66, and 99 licenses and is registered in 52 states and the District of Columbia. Krista's previous employers include Frost Brokerage Services, Inc., Key Investment Services LLC, E*TRADE Securities LLC, Cetera Advisor Networks LLC, Morgan Stanley, Wells Fargo Clearing Services, LLC, Zions Direct, Inc., ALPS Distributors, Inc., and Fidelity Brokerage Services LLC. Krista is a licensed Investment Advisor Representative and Broker. Krista is also a Registered Principal. Krista is a licensed Financial Advisor in 50 states. Krista specializes in providing financial advice to individuals and corporations. Krista provides financial planning and portfolio management services. Krista also participates in wrap fee programs and selects other advisors for 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
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2
RI
07/22/2024 - Present
Citizens Securities, Inc. (JOHNSTON RI)
TX
02/23/2023 - 06/17/2024
FROST BROKERAGE SERVICES, INC. (DALLAS TX)
OH
11/22/2022 - 01/26/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
UT
06/10/2020 - 12/01/2022
E*TRADE SECURITIES LLC (SANDY UT)
UT
08/13/2019 - 06/02/2020
CETERA ADVISOR NETWORKS LLC (Murray UT)
UT
06/18/2018 - 07/31/2019
MORGAN STANLEY (SOUTH JORDAN UT)
UT
05/17/2017 - 05/29/2018
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
04/20/2006 - 05/10/2017
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
CO
08/15/2005 - 01/10/2006
ALPS DISTRIBUTORS, INC. (DENVER CO)
RI
01/10/1995 - 10/10/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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