Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Kuehr is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Kristopher has been in the securities industry since 2022. Kristopher holds Series 63, Series 66, Series 7TO and SIE licenses and is registered in 53 states and 2 territories. Kristopher's previous employer was Charles Schwab & Co., Inc. Prior to working in finance, Kristopher worked at J.P. Morgan Chase, Tiffany & Co. and H.H. Gregg. Fidelity Personal And Workplace Advisors manages over $800 billion in assets and specializes in investment advice for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
09/18/2023 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
IN
07/29/2022 - 10/13/2022
CHARLES SCHWAB & CO., INC. (Carmel IN)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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