Unclaimed
Krista Davis is a financial professional with over 18 years of experience in the industry. Krista is registered to provide securities and investment advice in 53 states and the District of Columbia through Fidelity Brokerage Services LLC. Krista has a Series 6, 7, 63 and SIE license. Prior to joining Fidelity Brokerage Services LLC, Krista was employed at OppenheimerFunds Distributor, Inc.
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.
1
2
CO
12/02/2019 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
01/16/2001 - 08/26/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 12/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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