Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Lynne Leonard is a financial advisor with over 10 years of experience in the industry. Krista Lynne Leonard is currently registered with Raymond James & Associates, Inc. and has been with the firm since February 2013. Krista Lynne Leonard is also registered with the state of Tennessee. Previously, Krista Lynne Leonard was registered with MORGAN KEEGAN & COMPANY, INC. from December 2011 to February 2013. Krista Lynne Leonard has passed the Series 7, Series 66, and SIE exams. Krista Lynne Leonard specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Krista Lynne Leonard offers a variety of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/21/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
12/07/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 10/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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