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Brandan K
CFP®, Series 66
Cortez, FL
Fidelity
Brandan Kools is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Fidelity and previously spent six years with Ameriprise Financial Services, Inc. No additional outside activities were noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.
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