Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krysanthe? Claim Your ProfileKrysanthe Dawes is a financial advisor who has been in the industry since 2001. Krysanthe is currently registered with Valic Financial Advisors, Inc. in Houston, Texas and is a member of the CAIA Houston Chapter. Krysanthe has held previous roles with Lazard Asset Management Securities LLC in New York, NY, Raymond James Financial Services, Inc. in St. Petersburg, FL, and Charles Schwab & Co., Inc. in Westlake, TX. Krysanthe is a registered representative and investment advisor representative with a Series 63, Series 66, Series 7, Series 31, and SIE license. Krysanthe is a specialized advisor with expertise in financial planning, portfolio management for individuals, and recommending wrap accounts.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
10/13/2020 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
NY
12/09/2005 - 10/22/2019
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
FL
02/02/2004 - 08/01/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
05/30/2001 - 12/02/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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