Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kallenberg is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Brian has been in the securities industry since 2008 and holds the Series 6, 7, 9, 10, 63, and 66 licenses. Brian has worked with a variety of financial institutions including Citizens Securities, Inc., Santander Securities LLC, and LPL Financial LLC. Brian specializes in providing financial planning and investment advice to individuals and families. Brian is also a vice president of football for the Abington Youth Football and Cheer association.
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.
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
RI
01/24/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
02/05/2013 - 09/27/2021
CITIZENS SECURITIES, INC. (BRAINTREE MA)
MA
09/19/2012 - 01/08/2013
SANTANDER SECURITIES LLC (MELROSE MA)
MA
05/14/2010 - 09/19/2012
LPL FINANCIAL LLC (MELROSE MA)
MA
01/11/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HINGHAM MA)
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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