Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Clarke is a financial advisor with Wells Fargo Clearing Services, LLC in Atlanta, GA. Krista has been in the industry since 1989. She is licensed to conduct business in 20 states. Krista is also a Registered Investment Advisor in Georgia and Texas. She has worked for several firms before joining Wells Fargo Clearing Services, LLC. Previously, Krista worked for Stifel, Nicolaus & Company, Incorporated, Sterne Agee & Leach, Inc., Raymond James & Associates, Inc., Paine Webber Incorporated and Smith Barney Inc. Krista holds the Series 3, 7 and 65 licenses. She is a member of FINRA and SIPC.
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.
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.
Investment consulting services to institutional clients
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
GA
11/10/2017 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
07/07/2015 - 11/17/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
GA
06/01/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (ATLANTA GA)
GA
05/04/1999 - 06/05/2009
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
NJ
11/06/1995 - 05/14/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 11/21/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/23/1988 - 03/10/1989
INVESTORS CENTER, INC.
IA
Issued 12/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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