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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Every is a financial advisor with Fidelity Personal And Workplace Advisors. Cara has over 16 years of experience in the financial services industry. She is registered to provide investment advice in 28 states and is licensed as a Registered Representative in New Jersey and New York. Cara is also a Series 66 and Series 7 licensed professional. She is currently located at Fidelity Personal And Workplace Advisors branch in Smithtown, NY. Cara provides financial planning, investment management, and portfolio management services to individuals and businesses.
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
NY
04/17/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHTOWN NY)
NY
04/14/2010 - 12/02/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (JERICHO NY)
NY
04/14/2010 - 12/02/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (JERICHO NY)
NY
03/07/2007 - 03/17/2010
CHARLES SCHWAB & CO., INC. (SMITHTOWN NY)
BOTH
Issued 02/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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