Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Coyne is a financial advisor registered with Fidelity Personal and Workplace Advisors in Boston, MA. Kristen has been in the financial industry since 2000 and has held various positions in previous firms like MetLife Securities and Fidelity Brokerage Services. Kristen holds Series 6, 7, and 66 licenses, as well as the SIE exam. Kristen has been registered in 53 states and is currently active in New Hampshire and Texas. Kristen specializes in providing financial planning, educational seminars, and portfolio management services for 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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
07/24/2009 - 06/07/2010
METLIFE SECURITIES INC. (EXETER NH)
NH
06/02/2008 - 12/02/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
03/27/2007 - 09/24/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
04/27/2000 - 02/23/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
RI
11/12/1999 - 04/27/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 01/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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