Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Anne Souza is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Kristie has been in the industry since December 2003. Kristie's previous experience includes time at Fidelity Brokerage Services LLC, National Financial Services LLC, and Goldman, Sachs & Co. Fidelity Personal and Workplace Advisors offers investment advisory services to a broad range of clients, including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, and charitable organizations. Kristie is registered to provide investment advisory services in Massachusetts and Texas.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
09/22/2009 - 01/06/2010
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
11/07/2008 - 08/26/2009
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
04/30/2001 - 07/11/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kristie Souza is the right advisor for you? Invested Better is here to help.
