Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chrystin? Claim Your ProfileChrystin Brackett is an investment advisor representative currently affiliated with Fidelity Personal And Workplace Advisors. Chrystin has been in the financial services industry since 2014 and has worked for several firms prior to Fidelity. She has a broad range of experience, having held roles at SunTrust Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MSI Financial Services, Inc. She holds several licenses and certifications, including Series 6, Series 7, Series 63, and Series 65. Chrystin is committed to providing comprehensive financial planning and investment management services to her clients, helping them reach their financial goals.
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
VA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
VA
12/22/2016 - 05/26/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHLAND VA)
VA
01/07/2015 - 12/14/2016
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
11/25/2014 - 12/23/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
09/20/2013 - 10/08/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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