Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Fredrickson Murray is a financial advisor with over 15 years of experience in the financial industry. Krista is a Certified Financial Planner™ professional. Krista is registered with Kestra Private Wealth Services, LLC and is licensed to conduct business in several states. Krista has extensive experience in financial planning, portfolio management, and retirement planning. Krista works with a variety of clients, including individuals, families, and businesses. Krista is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
CA
03/13/2013 - Present
Kestra Private Wealth Services, LLC (BREA CA)
CA
03/13/2013 - 03/07/2014
LPL FINANCIAL LLC (BREA CA)
CA
06/01/2009 - 04/02/2013
MORGAN STANLEY (BREA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BREA CA)
CA
11/30/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BREA CA)
BOTH
Issued 01/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Krista Murray is the right advisor for you? Invested Better is here to help.
