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Kristy Eley Dejarnette

Financial Security Advisory Inc.

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About Kristy Eley Dejarnette

Kristy Dejarnette is a Registered Investment Advisor (IA) Representative and a Financial Advisor with Financial Security Advisory Inc., located in Virginia Beach, Virginia. Kristy joined Financial Security Advisory Inc. in June 2023 and has been in the industry since April 2023. She holds the Series 65, Series 28 and Series 6TO licenses and has passed the SIE Exam. Kristy's area of expertise lies in providing financial planning services for individuals and portfolio management for businesses.

Firm Information

Kristy Dejarnette is currently registered with Financial Security Advisory Inc.. Financial Security Advisory Inc. is an investment advisor located in VIRGINIA BEACH, VA. The firm manages $1 billion - $10 billion in assets, with a focus on providing financial planning, portfolio management for businesses and individuals, and other services. The firm has a client base of 2904 accounts, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Their services are tailored to meet the needs of a diverse clientele, and they have a strong track record of success in managing investments.
Financial Security Advisory Inc.

477 VIKING DRIVE

VIRGINIA BEACH, VA 23452

$1.57B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristy Dejarnette’s Registration & Firm History

VA

06/26/2023 - Present

Financial Security Advisory Inc. (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 06/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2023

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 04/04/2023

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristy Eley Dejarnette.
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