Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Tedeschi is a registered investment advisor representative with &partners, LLC. Kristopher has been in the financial industry since 2008. Prior to joining &partners, Kristopher was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC in BOSTON, MA. Kristopher has a Series 7, Series 31, and Series 66 license. Kristopher specializes in providing financial advice to individuals, corporations, trusts, and other entities. Kristopher offers a variety of services, including financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/06/2024 - Present
&partners (NASHVILLE TN)
MA
09/11/2008 - 09/11/2024
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristopher Tedeschi is the right advisor for you? Invested Better is here to help.
