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 Johnson is a financial advisor who has been in the industry since 1999. She has a Series 6, 7, 24, 26, 63, 65, and 66 license. Krista is registered with Fidelity Personal AND Workplace Advisors in Torrance, CA and is also a Chartered Financial Consultant. Prior to joining Fidelity Personal AND Workplace Advisors, Krista Marie Johnson worked at Transamerica Financial Advisors, Inc., Park Avenue Securities LLC, Centaurus Financial, Inc. and American Funds Distributors, Inc. Krista Marie Johnson offers financial planning and investment advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
CA
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
CA
10/05/2018 - 06/17/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (TORRANCE CA)
CA
10/05/2017 - 06/13/2018
PARK AVENUE SECURITIES LLC (NEWPORT BEACH CA)
CA
09/21/2016 - 08/25/2017
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
12/23/1992 - 06/12/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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