Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maribel? Claim Your ProfileMaribel Guadalupe Kerstein is a financial advisor at Fidelity Personal And Workplace Advisors. Maribel has been working in the financial services industry since 2007. Maribel is registered with the state of Texas and several other states. Maribel specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Maribel also holds the Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
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2
IL
07/17/2023 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
IL
12/19/2012 - 05/13/2021
J.P. MORGAN SECURITIES LLC (HINSDALE IL)
IL
07/03/2006 - 06/06/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 09/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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