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Kelsey Curtis

Fidelity Personal AND Workplace Advisors

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About Kelsey Curtis

Kelsey Curtis is an investment advisor representative at Fidelity Personal And Workplace Advisors. Kelsey has been in the financial services industry since December 2020. Kelsey is registered with the state of Washington and Texas and is a Series 7, Series 66, and SIE license holder. Kelsey has previously worked at Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kelsey has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Kelsey offers financial planning services, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Kelsey Curtis is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelsey Curtis’s Registration & Firm History

WA

03/28/2022 - Present

Fidelity Personal AND Workplace Advisors (BELLEVUE WA)

WA

11/04/2020 - 01/19/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Bellevue WA)

WA

08/09/2019 - 08/30/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 01/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kelsey Curtis.
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