Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Kay Chaves is a registered investment advisor representative with World Investment Advisors, LLC. Krista Kay Chaves has been in the financial services industry since 2009. Prior to joining World Investment Advisors, LLC, Krista Kay Chaves worked at CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC, NRP FINANCIAL, INC., and FINANCIAL TELESIS INC. Krista Kay Chaves is licensed in California.
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.
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.
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CA
06/11/2019 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
06/12/2015 - 07/18/2017
CAPFINANCIAL SECURITIES, LLC. (Santa Barbara CA)
CA
11/30/2010 - 05/21/2015
LPL FINANCIAL LLC (SANTA BARBARA CA)
CA
12/04/2009 - 11/30/2010
NRP FINANCIAL, INC. (SANTA BARBARA CA)
CA
03/10/2009 - 11/16/2009
FINANCIAL TELESIS INC (SANTA BARBARA CA)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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