Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Christian is a financial advisor with over 30 years of experience in the financial services industry. Kevin has been associated with Fidelity Personal And Workplace Advisors since June 2022. Prior to that, Kevin was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is a licensed investment advisor in New Jersey and Texas. Kevin holds the Series 6, 7, 63, and 66 licenses, as well as the SIE.
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
NJ
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (LAKEWOOD NJ)
NJ
09/29/2014 - 06/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
CA
03/21/2014 - 09/15/2014
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NJ
05/16/2011 - 01/27/2014
PRUCO SECURITIES, LLC. (BRICK NJ)
PA
10/19/1988 - 03/25/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
NY
11/13/1986 - 10/10/1988
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
11/22/1985 - 09/23/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 07/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Christian is the right advisor for you? Invested Better is here to help.
