Unclaimed
Kristopher Karazissis is a financial advisor in Fort Worth, TX. Kristopher Karazissis has over 15 years of experience in the financial services industry. Kristopher Karazissis is a Certified Financial Planner and is registered to provide investment advice in the state of Texas. Kristopher Karazissis currently works for Truist Advisory Services, Inc. and previously worked for BB&T Securities, LLC, BB&T Investment Services, Inc., BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Chase Investment Services Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Kristopher Karazissis offers a range of services, including financial planning, portfolio management, and investment advice.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
08/25/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
TX
05/16/2013 - 07/07/2015
BBVA SECURITIES INC. (FORT WORTH TX)
TX
06/24/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (CARROLLTON TX)
TX
12/09/2008 - 05/20/2011
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
CA
05/22/2006 - 12/18/2008
METLIFE SECURITIES INC. (GLENDALE CA)
CA
05/22/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENDALE CA)
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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