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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen Gambeski is an investment advisor representative with Fidelity Personal And Workplace Advisors. Kellen has been working in the financial services industry since December 18, 2008. Kellen has registrations in several states, including New Jersey, New York and Texas. Kellen also holds several securities licenses, including Series 6, Series 7, and Series 63. Kellen provides a range of investment advisory services to individuals and businesses, including financial planning, portfolio management, and selection of other advisors.
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
MA
10/11/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
12/17/2012 - 07/15/2013
LPL FINANCIAL LLC (ROCHESTER NY)
NY
07/26/2012 - 12/12/2012
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
10/14/2008 - 06/18/2012
METLIFE SECURITIES INC. (ROCHESTER NY)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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