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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Kecken is an investment advisor representative with Fidelity Personal and Workplace Advisors. Timothy Kecken has been in the securities industry since December 12, 2006. Timothy Kecken is registered with FINRA and is licensed to sell securities in 53 states. Fidelity Personal and Workplace Advisors has been in business since 1981. The firm has 15,281 registered representatives, 7,979 licensed agents, and 14,549 investment adviser representatives. Fidelity Personal and Workplace Advisors offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
CA
08/30/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN JOSE CA)
BOTH
Issued 09/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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