Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Krishna is a financial advisor with over 20 years of experience in the financial services industry. Tricia holds a Series 6, Series 26, and Series 63 licenses, and has worked for M Holdings Securities, Inc. since 2001. Tricia has previously worked for firms such as MUTUAL SERVICE CORPORATION, SHOCHET SECURITIES INC., CITICORP INVESTMENT SERVICES, and SIGNATOR INVESTORS, INC. Tricia specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Tricia is registered to provide securities services in California.
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.
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.
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2
CA
12/13/2001 - Present
M Holdings Securities, Inc. (IRVINE CA)
MA
09/06/2001 - 12/31/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
01/22/2001 - 07/17/2001
SHOCHET SECURITIES INC. (BOCA RATON FL)
NY
12/08/1999 - 11/02/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
07/13/1999 - 12/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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