Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Lee Cosgrove is an investment advisor representative registered with ZWJ Investment Counsel Inc. in Georgia. Krista has been in the industry since September 2007 and holds the Series 3 license. Krista has specialized in working with clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans and state or municipal government entities. Krista is a Chartered Financial Analyst and has experience providing financial planning, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
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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GA
10/23/2007 - Present
ZWJ Investment Counsel Inc. (ATLANTA GA)
BC
Issued 07/24/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
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