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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Carlson is an active investment advisor representative. Bart Carlson is registered with Fidelity Personal AND Workplace Advisors, and has been working in the financial services industry for over 10 years. Bart Carlson has passed Series 6, Series 7, Series 63 and Series 66 exams. Bart Carlson is registered to provide investment advice in 53 states and the District of Columbia. Bart Carlson has worked at PFS INVESTMENTS INC. and Fidelity Brokerage Services LLC before joining Fidelity Personal AND Workplace Advisors. Bart Carlson is registered to provide investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Bart Carlson's primary business focus is on providing financial planning, educational seminars, and portfolio management services.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
GA
09/24/2007 - 07/07/2008
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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