Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristain? Claim Your ProfileKristain Dawn Krecota is a financial advisor with over 25 years of experience in the industry. Kristain currently works with Ameriprise Financial Services, LLC in Homer City, PA. Previously, Kristain has worked with other firms, including Investment Professionals, Inc., Lincoln Financial Advisors Corporation, Raymond James Financial Services, Inc., and Olde Discount Corporation. Kristain's expertise includes asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation services
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
PA
05/24/2021 - Present
Ameriprise Financial Services, LLC (Homer City PA)
PA
12/12/2016 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (HOMER CITY PA)
PA
08/04/2016 - 11/30/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GREENSBURG PA)
PA
01/05/2007 - 08/10/2016
INVESTMENT PROFESSIONALS, INC. (HOMER CITY PA)
PA
07/09/1999 - 12/31/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANA PA)
MI
08/08/1997 - 07/07/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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