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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Edward Rupprecht is a Registered Representative and Investment Advisor Representative for Fidelity Personal and Workplace Advisors in Boston, MA. Kevin has been in the industry since June 2004 and has experience in investment advisory services, portfolio management for businesses and individuals, and financial planning. Kevin has earned several industry designations, including passing the Series 7, Series 66, Series 9, Series 10, Series 24, and Series 4 exams. He is currently licensed in Arizona, Massachusetts, Nevada, Texas, Utah, and Washington.
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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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
06/15/2004 - 07/02/2008
GREENBERG FINANCIAL GROUP (TUCSON AZ)
BOTH
Issued 06/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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