Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kierra? Claim Your ProfileKierra Coke is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Kierra is licensed in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Kierra holds the Series 7TO, Series 63 and Series 66 licenses. Kierra has been in the industry for over 10 years. Kierra's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans. Kierra provides financial planning, educational seminars, selection of other advisors, and portfolio management services.
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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2
NY
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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