Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Kenney is a financial advisor with over 15 years of experience in the industry. Krista has been registered with Raymond James & Associates, Inc. since 2019 and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC and UBS Financial Services Inc.. Krista is licensed to provide investment advice in Florida and specializes in working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans and banking or thrift institutions. Krista holds licenses for Series 66, Series 63, Series 9, Series 10, Series 7, and SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
FL
01/14/2019 - Present
Raymond James & Associates, Inc. (DESTIN FL)
FL
01/26/2009 - 08/07/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WALTON BEACH FL)
FL
10/01/2007 - 12/22/2008
WACHOVIA SECURITIES, LLC (DESTIN FL)
FL
05/10/2006 - 10/09/2007
UBS FINANCIAL SERVICES INC. (DESTIN FL)
MO
10/07/2003 - 04/17/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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