Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Nickerson is a financial advisor with Fidelity Personal And Workplace Advisors. Kristin has been in the industry since 2004 and has a wide range of experience in providing financial advice to individuals, families and businesses. Kristin has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.
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.
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RI
11/15/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
02/12/2016 - 09/09/2021
CITIZENS SECURITIES, INC. (WESTWOOD MA)
MA
07/10/2014 - 09/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRHAVEN MA)
MA
12/09/2009 - 06/28/2014
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MA)
MA
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW BEDFORD MA)
NY
04/30/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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