Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Morgan Pereira is a financial professional with over 10 years of experience in the industry. Kristin holds the Series 99 and SIE licenses. Kristin is currently registered with Fidelity Brokerage Services LLC.
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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RI
02/06/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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