Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karsten? Claim Your ProfileKarsten Kristoffer Holbein is a financial advisor at Fidelity Personal And Workplace Advisors. Karsten has been in the financial services industry since 2009. Karsten holds Series 7, Series 63, Series 65 licenses and holds active registrations in 23 states. Before joining Fidelity, Karsten was employed at Blackrock Investments, LLC. Karsten is a licensed advisor in New Jersey and Texas, and is registered in 22 states. Karsten specializes in offering a range of financial services including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
1
2
NJ
06/05/2021 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
NJ
11/04/2014 - 07/17/2020
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
05/13/2010 - 10/07/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
11/06/2008 - 01/20/2010
GAIN SECURITIES (JERSEY CITY NJ)
IA
Issued 07/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Karsten Holbein is the right advisor for you? Invested Better is here to help.
