Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Hughes is a financial advisor with Fidelity Personal and Workplace Advisors. Carly has been in the financial services industry since January 5, 2010 and has been registered with Fidelity Personal and Workplace Advisors since October 5, 2020. Previously, Carly worked for T. Rowe Price Investment Services, Inc. from July 15, 2008 to October 15, 2018 and Lincoln Financial Advisors Corporation from December 18, 2007 to June 11, 2008. Carly is licensed to provide financial advice in Connecticut, Delaware, District of Columbia, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, Virginia, and West Virginia. Carly holds Series 66, SIE, and Series 7 licenses.
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
MD
10/05/2020 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
07/15/2008 - 10/15/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IN
12/18/2007 - 06/11/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Carly Hughes is the right advisor for you? Invested Better is here to help.
