Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Susan George Field is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Kate is registered with the Securities and Exchange Commission (SEC) and FINRA. Kate has been in the industry since 2016 and has passed the Series 63, Series 65, Series 7 and SIE exams. Kate is registered in 53 states, including New Hampshire, where Kate is also registered as an investment advisor representative. Kate is also registered in Texas as an investment advisor representative. Kate has been with Fidelity Personal AND Workplace Advisors since 2018. Prior to that, Kate was a registered representative at Fidelity Brokerage Services LLC.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
IA
Issued 01/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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