Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Elise Hultgren is a financial professional with over 20 years of experience in the industry. Cara is currently registered with Amundi Distributor US, Inc. and has held previous roles with MBSC Securities Corporation, Mellon Funds Distributor, L.P. and State Street Research Investment Services, Inc. Cara is a Series 6, 7, 24 and 26 licensed professional and holds a Series 63 license. Cara is registered to conduct business in Massachusetts.
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.
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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2
MA
01/19/2011 - Present
Amundi Distributor US, Inc. (BOSTON MA)
MA
07/02/2007 - 01/20/2009
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
09/11/1997 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
MA
12/23/1996 - 05/09/1997
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 02/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/28/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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