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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 Lynn Girrbach is a financial advisor registered with Morgan Stanley. Krista is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry for over 30 years, beginning in 1989. She has extensive experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Krista provides a wide range of financial planning and investment advisory services, including asset allocation advice, portfolio management, and financial planning. She is also a registered representative of Morgan Stanley Smith Barney LLC and is licensed in several states. Krista is committed to providing her clients with personalized financial advice and services that meet their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
09/20/2016 - Present
Morgan Stanley (Toledo OH)
OH
12/21/1989 - 09/20/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
IA
Issued 10/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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