KD
Kristy E. Dejarnette
FINANCIAL SECURITY ADVISORY
Virginia Beach, VA 23452
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CRD#: 7632290
KD
Professional summary
Kristy Eley Dejarnette, who also goes by Kristy Dejarnette, is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Virginia Beach, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Virginia Beach, Virginia.
Kristy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Kristy has worked at 2 firms and has passed the Series 65, SIE, Series 6TO and Series 28 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristy Dejarnette
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 6/26/2023; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. WESTERN TIDEWATER FREE CLINIC; INVESTMENT-RELATED: NO; ADDRESS: 2019 MEADE PARKWAY, SUFFOLK, VA 23434; NATURE OF BUSINESS: NON-PROFIT HEALTHCARE ORGANIZATION; POSITION: TREASURER; START DATE: 6/01/2023; APPROX. HRS PER MO: 5; APPROX HRS DURING TRADING HRS: 0; DUTIES: REVIEW FINANCIAL STATEMENTS, RESPONSIBLE FOR OVERALL FINANCIAL HEALTH ALONG WITH OTHER BOARD MEMBERS. WINDSOR ATHLETIC ASSOCIATION; INVESTMENT-RELATED: NO; ADDRESS: 10333 FIVE FORKS ROAD, WINDSOR, VA 23487; NATURE OF BUSINESS: LITTLE LEAGUE ASSOCIATION; POSITION: TREASURER; START DATE: 11/01/2024; APPROX. HRS PER MO: 5; APPROX HRS DURING TRADING HRS: 0; DUTIES: RESPONSIBLE FOR OVERALL FINANCIAL DUTIES OF THE ORGANIZATION.
CRS (Client Relationship Summary) - RIA
Click below to view Kristy Eley Dejarnette's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 26, 2023 - Present
FINANCIAL SECURITY ADVISORY INC
Office #1: 477 Viking Drive Suite 305, Virginia Beach, VA 23452RIA
CRD#: 110746
Virginia Beach, VA
Current
April 4, 2023 - Present
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
Office #1: 477 Viking Drive Suite 305, Virginia Beach, VA 23452BD
CRD#: 43000
Virginia Beach, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746 / SEC#: 801-54496
RIA
Registered Investment Advisory firm - (5/15/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(6/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/27/2023
Investment Company Products/Variable Contracts Representative ExaminationPrincipal/Supervisory Exam
RR
Series 28
Date: 11/7/2023
Introducing Broker/Dealer Financial Operations Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746 / SEC#: 801-54496
RIA
Registered Investment Advisory firm - (5/15/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 431-1414
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,904 |
| AUM (Assets Under Management) | $ 1,570,635,977 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746Virginia Beach, VA 23452TRUST BUT VERIFY
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