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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Michelle Simpson is a financial advisor with over 17 years of experience in the financial services industry. Simpson is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since 2018. Simpson is also a Registered Representative (Series 6, 7, 63, and 66) and a Principal (Series 9 and 10) and holds the Securities Industry Essentials Examination (SIE). Prior to joining Fidelity Personal And Workplace Advisors, Simpson worked with T. Rowe Price Investment Services, Inc. in Colorado Springs, CO. Simpson is also registered as an Investment Advisor Representative in Colorado 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)
CO
11/10/2004 - 01/13/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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