Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Stultz is a financial advisor registered with Fidelity Personal And Workplace Advisors and has been working in the financial industry since 2021. Kevin is a registered representative (Series 7, SIE, 63, and 66) in over 50 states and is currently registered as an investment advisor representative in Arizona. Kevin has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Robinhood Financial, 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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AZ
01/19/2024 - Present
Fidelity Personal AND Workplace Advisors (CHANDLER AZ)
AZ
01/11/2023 - 07/19/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
08/10/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
BOTH
Issued 01/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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