Unclaimed
Kristen Nicole Berger is a financial advisor with Fidelity Brokerage Services LLC. Kristen has been in the securities industry for over 12 years. Prior to joining Fidelity, Kristen worked for Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Kristen holds the Series 6, 7, 24, 63, and SIE licenses.
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
NH
12/17/2018 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
05/09/2013 - 07/20/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
03/02/2011 - 07/20/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
11/17/2009 - 03/24/2010
TD WEALTH MANAGEMENT SERVICES INC. (PLAISTOW NH)
NH
05/27/2009 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PLAISTOW NH)
BC
Issued 10/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kristen Berger is the right advisor for you? Invested Better is here to help.