Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Matheson is a financial advisor with over 14 years of experience in the industry. Kristopher is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since March of 2024. Prior to joining Fidelity, Kristopher held positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Morgan Stanley. Kristopher is licensed in 13 states and specializes in providing financial planning, portfolio management, and selection of other advisors. Kristopher is also a Certified Financial Planner.
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
TN
08/15/2024 - Present
Fidelity Personal AND Workplace Advisors (FRANKLIN TN)
TN
04/12/2022 - 03/01/2024
CHARLES SCHWAB & CO., INC. (Nashville TN)
TN
01/24/2022 - 03/01/2024
TD AMERITRADE, INC. (Nashville TN)
CA
08/19/2014 - 01/10/2022
FIDELITY BROKERAGE SERVICES LLC (SACRAMENTO CA)
CA
05/14/2010 - 08/08/2014
MORGAN STANLEY (ROSEVILLE CA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kristopher Matheson is the right advisor for you? Invested Better is here to help.
