Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Clauss is a financial advisor with over 20 years of experience in the financial industry. Kristofer is currently registered with Fidelity Brokerage Services LLC and has previously held positions at John Hancock Distributors LLC and Univest Investments, Inc. Kristofer is a Series 6, 7, and 63 licensed financial advisor, as well as a holder of the SIE exam. Kristofer is licensed in 12 states, including Delaware, District of Columbia, Florida, Georgia, Kentucky, Maryland, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia.
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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2
KY
10/12/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MA
01/30/2007 - 10/12/2021
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
PA
05/25/2001 - 01/16/2007
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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