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Stanley Frank Kiec

Fidelity Personal AND Workplace Advisors

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About Stanley Frank Kiec

Stanley Frank Kiec is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Stanley has been in the industry since 2001, and has a broad range of experience in the financial services industry. Stanley holds the Series 63, 65, 66, and 7 licenses. Stanley is registered with the state of North Carolina and Texas.

Firm Information

Stanley Kiec is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stanley Kiec’s Registration & Firm History

NC

06/16/2022 - Present

Fidelity Personal AND Workplace Advisors (DURHAM NC)

NY

10/18/2005 - 09/19/2006

FAGENSON & CO., INC. (NEW YORK NY)

NY

05/10/2004 - 08/02/2005

TRADITION ASIEL SECURITIES INC. (NEW YORK NY)

NY

05/21/2003 - 04/30/2004

SKY CAPITAL LLC (NEW YORK NY)

MN

03/30/2001 - 05/29/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

09/03/1998 - 08/28/2000

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

01/22/1997 - 09/02/1998

VICKERS BALLAS (USA) INC. (NEW YORK NY)

MN

12/21/1994 - 12/13/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/21/1994 - 12/13/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

04/20/1995 - 07/02/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/08/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/01/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Stanley Frank Kiec.
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