Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristine? Claim Your ProfileKristine Mitchell is a financial advisor with Fidelity Personal And Workplace Advisors. Kristine has been in the industry since 2008, providing financial advice to individuals and families. Kristine holds the Series 6, 7TO, and 66 licenses as well as the SIE certification. Kristine's current registration states are Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Wisconsin. She is also registered as an Investment Advisor Representative in Indiana 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
IN
08/28/2024 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
OH
04/15/2008 - 07/15/2014
THE O.N. EQUITY SALES COMPANY (Blue Ash OH)
RI
08/21/1998 - 08/25/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 08/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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