Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Ellen Kidwell is a financial professional with over 15 years of experience in the financial services industry. Kay Ellen is currently registered with Fidelity Personal AND Workplace Advisors and has been with the firm since July 2018. Kay Ellen holds a Series 66, Series 7 and SIE licenses, and is a Certified Financial Planner. Prior to joining Fidelity Personal AND Workplace Advisors, Kay Ellen was employed by Haverford Trust Securities, Inc. Kay Ellen specializes in providing financial advice to individuals, families, and businesses. Kay Ellen's services include financial planning, investment management, and retirement planning. Kay Ellen is committed to helping clients achieve 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.
1
2
MA
04/30/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
06/25/2008 - 05/04/2018
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
BOTH
Issued 03/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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