Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Sides is a financial advisor with Fidelity Personal And Workplace Advisors. Kristen has been in the industry since April 2009, and has experience working at several firms including TD Ameritrade, Inc., Pruco Securities, LLC, and State Farm VP Management Corp. Kristen holds the Series 7, Series 6, and Series 66 licenses. Kristen is registered with the state of Georgia and is a registered investment advisor representative. Kristen has a strong track record of helping clients achieve their financial goals.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
GA
07/12/2013 - 10/19/2016
TD AMERITRADE, INC. (ATLANTA GA)
GA
04/15/2010 - 12/22/2011
PRUCO SECURITIES, LLC. (ATLANTA GA)
IL
08/05/2009 - 04/13/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
GA
07/11/2007 - 06/05/2009
NYLIFE SECURITIES LLC (ATLANTA GA)
BOTH
Issued 08/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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