Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Marie Heafner is a financial advisor at Equitable Advisors, LLC, with over 10 years of experience in the financial services industry. Krista has been registered with FINRA since 2009 and has held previous positions at Equitable Distributors, LLC, MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Krista is licensed to sell securities in North Carolina. Krista specializes in financial planning, investment management, and insurance products.
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.
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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NC
09/07/2021 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
03/22/2018 - 09/01/2021
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
NC
02/03/2012 - 04/26/2016
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
04/13/2009 - 09/09/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
BC
Issued 06/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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