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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Denise Vibert is a financial advisor who has been in the industry since 2004. Kelli Vibert is currently registered with Fidelity Personal AND Workplace Advisors. Prior to this role, Kelli Vibert was employed by Fidelity Investments Institutional Services Company, Inc., MBM Securities, Inc., John Hancock Distributors LLC and Raymond James & Associates, Inc. Kelli Vibert holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses and is currently licensed to conduct business in Massachusetts, Texas, and Utah. Kelli Vibert provides financial planning services, educational seminars, and selection of other advisors to individuals and businesses.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/04/2012 - 04/09/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
07/02/2010 - 10/10/2011
MBM SECURITIES, INC. (HOUSTON TX)
TX
08/18/2008 - 07/12/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
MA
07/05/2005 - 07/18/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
FL
07/28/2004 - 06/09/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MD
05/20/2003 - 04/06/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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