Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Jean Wade is a registered representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Kristy has been in the securities industry for over 10 years, and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Kristy is dedicated to helping her clients achieve their financial goals and providing them with personalized financial advice. Prior to joining Raymond James, Kristy worked at Keel Point Capital, LLC in Huntsville, Alabama.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/09/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AL
09/22/2020 - 08/10/2022
KEEL POINT CAPITAL, LLC (HUNTSVILLE AL)
AL
09/10/2013 - 09/22/2020
RAYMOND JAMES & ASSOCIATES, INC. (Huntsville AL)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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