Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Lahner is a financial advisor who has been in the industry since July 28, 2006. Krista is currently registered with Fidelity Brokerage Services LLC. Prior to that, Krista was registered with Fidelity Investments Institutional Services Company, Inc. Krista holds Series 6, 7, 9, 10, 26, and 63 licenses and is registered in Kentucky, Massachusetts, Texas and Utah.
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.
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.
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KY
01/01/2008 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
07/28/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 10/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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