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Krista Nicole Woodke

Cetera Financial Specialists LLC

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About Krista Nicole Woodke

Krista Nicole Woodke is a registered representative with Cetera Financial Specialists LLC. Krista has been in the financial services industry since August 2023. Krista has passed the Series 6TO, SIE and Series 63 exams. Krista is registered in New York.

Firm Information

Krista Woodke is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Krista Woodke’s Registration & Firm History

NY

08/24/2023 - Present

Cetera Financial Specialists LLC (NEW PALTZ NY)

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Licenses & Designations

BC

Issued 12/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Krista Nicole Woodke.
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