Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiersten? Claim Your ProfileKiersten Elizabeth Brennan is a financial advisor who has been working in the industry since February 2013. Kiersten is currently registered with Fidelity Personal and Workplace Advisors in Wisconsin. Previously Kiersten has worked for Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. in Wisconsin. Kiersten is a Certified Financial Planner and has passed the Series 63 and Series 66 exams. Kiersten specializes in providing financial planning, educational seminars and selection of other advisors to individuals, corporations and businesses. Kiersten also provides portfolio management services to individuals and businesses.
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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WI
10/25/2024 - Present
Fidelity Personal AND Workplace Advisors (BROOKFIELD WI)
Active
Inactive
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