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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Lynn Takacs is an investment advisor representative at Fidelity Personal And Workplace Advisors. Kristine Lynn Takacs is registered with the state of California and Texas as an investment advisor representative. Kristine Lynn Takacs has been in the financial services industry for over 6 years. Kristine Lynn Takacs's office is located in Palo Alto, California. Kristine Lynn Takacs has passed the Series 63, 65, 7TO, 9, 10, and SIE exams. Kristine Lynn Takacs specializes in providing financial planning, portfolio management, and educational seminars.
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
CA
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
IA
Issued 08/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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