Unclaimed
Krista Marie Weaver is an active registered investment advisor and a licensed representative of Commonwealth Financial Network. Krista has been working in the industry since May 2015, focusing on providing investment advisory services. Her primary focus is on portfolio management for individuals and businesses. Krista has experience working with a range of clients, including high-net-worth individuals, pension plans, and corporations. Krista holds Series 7, 24, 52, 53 and 66 licenses. Krista has been registered with Commonwealth Financial Network since September 2015.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/29/2015 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2016
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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