Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Pearsall is a financial advisor with Fidelity Personal And Workplace Advisors. Carey has been in the industry since 2008 and holds Series 7, Series 63 and Series 66 licenses. Carey is registered to provide investment advice in 35 states and the District of Columbia. Carey specializes in financial planning, portfolio management, and educational seminars. Carey's current firm, Fidelity Personal And Workplace Advisors, manages over $800 billion in assets.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
05/11/2012 - 09/17/2012
PRESIDENTIAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)
CO
05/09/2008 - 08/26/2009
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
BOTH
Issued 12/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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