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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 who has been in the industry since 2004. Currently, Kristian is a registered representative with Cetera Investment Advisers LLC and a co-owner of Legacy Wealth Management. Kristian holds the Series 6, 7, and 66 licenses and the SIE exam. Kristian is registered to provide investment advisory services in Massachusetts, New Hampshire, and Texas.
SALEM, NH
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
07/15/2024 - 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 7/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/8/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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