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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystle? Claim Your ProfileKrystle Kukreja is a financial advisor with Morgan Stanley. Krystle has been in the industry since 2012 and has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, NewOak Capital Markets LLC and UBS Financial Services Inc. Krystle is registered with FINRA and holds a Series 7 and Series 66 license. Krystle is also registered with the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia and Washington.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/12/2024 - Present
Morgan Stanley (New York NY)
NY
08/16/2010 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/23/2009 - 07/09/2010
NEWOAK CAPITAL MARKETS LLC (NEW YORK NY)
BOTH
Issued 04/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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