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Benedikt Edmund Kalkert

Fidelity Distributors Co. LLC

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About Benedikt Edmund Kalkert

Benedikt Edmund Kalkert is a financial advisor who has been active in the industry since March 26, 2001. Benedikt is currently registered with Fidelity Distributors Co. LLC and Fidelity Brokerage Services LLC. Benedikt has held previous registrations with USAA Financial Advisors, Inc., Lincoln Financial Securities Corporation and H&R Block Financial Advisors, Inc.

Firm Information

Benedikt Kalkert is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Benedikt Kalkert’s Registration & Firm History

MA

12/21/2022 - Present

Fidelity Distributors Co. LLC (BOSTON MA)

CA

08/30/2010 - 11/21/2012

USAA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

VA

02/29/2008 - 08/17/2010

LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)

VA

03/01/2001 - 03/14/2008

H&R BLOCK FINANCIAL ADVISORS, INC. (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 08/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2011

Series 24 - General Securities Principal Examination

BC

Issued 08/23/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/31/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Benedikt Edmund Kalkert.
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