Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Picco is a financial advisor with Wells Fargo Clearing Services, LLC. Krista has been in the financial industry since September 7, 2000 and has been registered with Wells Fargo Advisors LLC since May 2009. She is also a registered representative with Wells Fargo Clearing Services, LLC and holds the Series 7, Series 9, Series 10 and Series 66 licenses. Krista has a broad base of experience in the financial industry, including previous work with First Clearing, LLC and Prudential Investment Management Services LLC. Krista's specializations include investment advisory services, portfolio management, and financial planning.
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
CO
01/08/2009 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
MO
01/08/2009 - 01/21/2009
FIRST CLEARING, LLC (ST. LOUIS MO)
NJ
09/08/2000 - 09/21/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BOTH
Issued 01/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
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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