Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Frisoli is a financial advisor associated with Fidelity Personal And Workplace Advisors. He works in the financial services industry since September 21, 2022. Kevin is registered in 53 states and jurisdictions as well as with FINRA and the state of New York. He is also qualified as an Investment Advisor Representative in three states. Kevin obtained his Series 7TO, SIE, Series 63 and Series 66 licenses. Kevin’s firm, Fidelity Personal And Workplace Advisors, has 1991043 client accounts. The firm manages 818776100963 in total assets. Kevin’s firm’s main office is located in Boston, MA.
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
NY
10/18/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
BOTH
Issued 10/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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