Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Barnett is a financial advisor with over 15 years of experience in the financial services industry. Kirsten is currently registered with Fidelity Personal And Workplace Advisors and is licensed in 52 states, including California and Texas. Kirsten has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Kirsten is committed to helping clients reach their financial goals. Kirsten has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc.
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
CA
12/22/2021 - Present
Fidelity Personal AND Workplace Advisors (ANTELOPE CA)
CA
03/15/2018 - 10/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOOMIS CA)
CA
05/17/2006 - 12/31/2009
PFS INVESTMENTS INC. (SACRAMENTO CA)
BOTH
Issued 04/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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