Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin O'Donnell is a financial advisor with Wellington Funds Distributors Inc., based in Boston, MA. Kristin has been in the industry since February 24, 2003. Kristin has a Series 7, Series 63 and SIE license and is registered with the state of Massachusetts. Kristin has previously worked for Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., MMC Securities Corp. and Mercer Securities, Inc.
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.
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2
MA
11/22/2012 - Present
Wellington Funds Distributors Inc. (BOSTON MA)
MA
01/01/2008 - 10/12/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
03/08/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
NY
06/16/2003 - 12/04/2003
MMC SECURITIES CORP. (NEW YORK NY)
IL
10/14/1998 - 06/16/2003
MERCER SECURITIES, INC. (CHICAGO IL)
BC
Issued 04/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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