Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian John Coffey is a financial advisor with Cetera Investment Advisers LLC. Kristian has been in the financial services industry since 2004. Kristian holds Series 6, 7, 63, and 66 licenses as well as the SIE. Kristian is registered in multiple states as an investment advisor representative and a broker. Prior to joining Cetera Investment Advisers LLC, Kristian was with Investors Capital Corp. Kristian provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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
NH
03/21/2024 - Present
Cetera Investment Advisers LLC (SALEM NH)
MA
08/14/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (WOBURN MA)
MA
07/21/2005 - 08/17/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WAKEFIELD MA)
MA
03/08/1999 - 10/14/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/08/1999 - 10/14/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/14/1998 - 02/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 07/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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