Unclaimed
Krista Van sickle is a financial advisor with U.S. Bancorp Investments, Inc. in Portland, OR. Krista has been in the financial services industry since 2012. Krista has a Series 7 and Series 63 license, and has passed the SIE exam. Krista also has experience with J.P. Morgan Securities LLC, LPL Financial LLC and Chase Investment Services Corp.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
07/23/2019 - Present
U.s. Bancorp Investments, Inc. (Portland OR)
WA
08/16/2017 - 08/02/2019
LPL FINANCIAL LLC (VANCOUVER WA)
OR
10/01/2012 - 08/08/2017
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
WA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (VANCOUVER WA)
BOTH
Issued 12/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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