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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmel? Claim Your ProfileCarmel Kennedy is a financial advisor with Fidelity Personal And Workplace Advisors and has over 20 years of experience in the financial services industry. Carmel has a broad range of experience, including working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Carmel has provided financial planning and portfolio management services to individuals and businesses, and has also served as a volunteer for various non-profit organizations. Carmel Kennedy is dedicated to helping clients achieve their financial goals.
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.
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2
RI
01/05/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
01/05/1999 - 01/31/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
01/16/1998 - 12/31/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
02/15/1995 - 12/31/1997
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
09/29/1993 - 02/15/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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