Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Kirby is a financial advisor with over 15 years of experience in the industry. Krista is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Western Wealth Management LLC and has a total of 14 state licenses. Previously, Krista worked for Lincoln Financial Securities Corporation and James Kirby An Accountancy Corp. Krista's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Krista specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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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2
CO
06/22/2016 - Present
Western Wealth Management LLC (Frisco CO)
CA
12/19/2007 - 07/08/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (BREA CA)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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