Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Whitley mcgee is a financial advisor in St. Louis, MO. Krista has been in the financial services industry for over 13 years. Krista has a Series 7, Series 63, Series 66, Series 9, Series 10 and SIE. Krista is currently registered with Wells Fargo Clearing Services, LLC. Krista is also registered with the state of North Carolina. Prior to her current position, Krista was employed by Wells Fargo Advisors, LLC, First Clearing, LLC and E*TRADE Securities LLC. Krista is a Board Member of Behind The Valor Collaborative.
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
MO
06/07/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
11/29/2012 - 12/17/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
04/06/2010 - 11/29/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
GA
10/19/2007 - 12/09/2009
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 06/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
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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