Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Hall is a financial advisor currently registered with Stifel Independent Advisors, LLC. Krista Hall has been a financial advisor for over 30 years, with experience in various financial institutions. Krista Hall is registered with the state of Texas to provide investment advice as an investment advisor representative. Krista Hall is also registered with the state of Texas as a securities agent. Krista Hall has expertise in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and selection of other advisors.
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
TX
09/23/2005 - Present
Stifel Independent Advisors, LLC (CANYON LAKE TX)
TN
03/17/2000 - 10/03/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
03/02/1998 - 03/27/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
11/05/1996 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
01/01/1991 - 11/11/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/18/1986 - 01/01/1991
ROTAN MOSLE INC.
IA
Issued 09/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Krista Hall is the right advisor for you? Invested Better is here to help.
