Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cari? Claim Your ProfileCari Covey is a financial advisor with Fidelity Brokerage Services LLC, based in Jacksonville, Florida. Cari has been in the securities industry since January 17, 2010. Cari is registered with the state of Florida and holds Series 6, 7, 9, 10, 63 and SIE licenses. Prior to joining Fidelity Brokerage Services LLC, Cari worked for Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island.
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
FL
09/25/2015 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
RI
09/26/2000 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/23/1998 - 06/24/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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