Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caragh? Claim Your ProfileCaragh Fahy is a financial advisor who has been working in the industry since 1996. Caragh currently works at Commonwealth Financial Network, but has previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and MONY Securities Corporation. Caragh holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Caragh also holds the Certified Financial Planner designation. Caragh is registered in 20 states. Caragh specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/01/2023 - Present
Commonwealth Financial Network (Syracuse NY)
NY
02/09/2001 - 08/02/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
IN
02/09/2001 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/27/1996 - 02/21/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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