Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristal? Claim Your ProfileKristal Sizemore is a financial advisor at Fidelity Personal AND Workplace Advisors. Kristal has been in the industry for 13 years, holding licenses in 52 states. Kristal provides financial planning services to individuals, businesses, and retirement plans. Fidelity Personal AND Workplace Advisors is a large firm managing over $818 billion in assets for over 1.9 million clients. The firm offers a variety of services, including financial planning, portfolio management, educational seminars, and selection of other advisors.
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
GA
07/27/2021 - Present
Fidelity Personal AND Workplace Advisors (POWDER SPRINGS GA)
GA
10/23/2017 - 05/26/2021
J.P. MORGAN SECURITIES LLC (MARIETTA GA)
GA
05/12/2015 - 10/20/2017
SCOTTRADE, INC. (KENNESAW GA)
TX
09/17/2009 - 01/26/2015
SCOTTRADE, INC. (IRVING TX)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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