Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Jennifer Vercellone is an investment advisor representative registered with PNC Investments in Bluffton, SC. Cara has been in the financial services industry for over 30 years. Cara has a wide range of experience, including working with TD Ameritrade, Charles Schwab & Co., Inc., and Investors Center, Inc. Cara is licensed in South Carolina and holds the Series 63, 65, 66, 7, 8, 9, 10 and SIE licenses. Cara is also a FINRA arbitrator.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/03/2022 - Present
PNC Investments (PITTSBURGH PA)
NY
11/17/2014 - 01/11/2021
TD AMERITRADE, INC. (Huntington Station NY)
NY
03/02/1989 - 10/22/2014
CHARLES SCHWAB & CO., INC. (HUNTINGTON NY)
NY
12/20/1988 - 01/30/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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