Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Tricarico is an experienced financial advisor with over 9 years of experience in the industry. Kristen has a broad range of experience working with individuals, families, and businesses. Kristen holds Series 7, 9, 10, 63, and 65 licenses. Kristen is currently registered with Osaic Wealth, Inc. in Florida and Georgia. Kristen previously worked with Triad Advisors, LLC, Securities America, Inc., Woodbury Financial Services, Inc., and Raymond James & Associates, Inc. Kristen specializes in financial planning, pension consulting, educational seminars, selection of other advisers, 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.
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.
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2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/19/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
04/23/2019 - 06/15/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/20/2014 - 06/15/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
IA
Issued 11/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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