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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Lauren Goryl is a financial advisor with Wells Fargo Clearing Services, LLC. Krista has been working in the financial industry since 2004. Krista has obtained several licenses and certifications, including the Series 7, 9, 10, 24, 31, and 66 licenses. Krista also holds the SIE certification. Krista specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and selection of other advisors. Krista is currently registered with the state of California and is also licensed in Arkansas, Massachusetts, 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/10/2010 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
04/27/2004 - 10/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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