Unclaimed
Kristen Woycke is a financial advisor registered with Fidelity Brokerage Services LLC, a broker-dealer. Kristen has been in the securities industry since 1999. She is licensed to sell securities in 53 states, including Alabama, Alaska, and Arizona. Kristen holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Kristen was previously employed by TRANSAMERICA INVESTORS SECURITIES CORPORATION in Cincinnati, Ohio, and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. in Smithfield, Rhode Island. Kristen is currently located at 900 SALEM STREET in Smithfield, Rhode Island.
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.
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.
1
2
RI
08/18/2015 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
OH
08/25/2006 - 06/29/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CINCINNATI OH)
RI
10/08/1999 - 08/09/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/07/1998 - 09/20/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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