Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krista? Claim Your ProfileKrista Bowen is an investment advisor representative with Rockefeller Financial LLC and has been in the financial services industry since 2012. Krista is licensed to provide investment advice in several states, including Tennessee, Texas, California, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Minnesota, Montana, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Virginia, and West Virginia. Krista has passed the Series 6, 7, 63, and 66 exams and the SIE. Krista's previous employers include Truist Investment Services, Inc., BB&T Securities, LLC, and LPL Financial LLC. At Rockefeller Financial LLC, Krista provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Krista is committed to providing her clients with personalized investment advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
12/03/2021 - Present
Rockefeller Financial LLC (Franklin TN)
TN
02/17/2021 - 12/06/2021
TRUIST INVESTMENT SERVICES, INC. (NASHVILLE TN)
VA
08/14/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TN
05/29/2014 - 08/27/2018
LPL FINANCIAL LLC (FRANKLIN TN)
CO
06/24/1999 - 07/02/2001
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 12/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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