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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Ann Mulcahy is a financial advisor with Destiny Wealth Partners, LLC in Tavares, Florida. Carol Ann Mulcahy has over 30 years of experience in the financial services industry. Carol Ann has a wide range of experience and expertise in financial planning, investment management, and retirement planning. Carol Ann is committed to providing personalized financial advice and guidance to help 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Flat fee
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2
FL
05/13/2020 - Present
Destiny Wealth Partners, LLC (TAVARES FL)
TX
05/28/2014 - 08/20/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
FL
10/04/2010 - 10/11/2012
BARCLAYS CAPITAL INC. (PALM BEACH FL)
FL
02/01/2010 - 09/30/2010
CHASE INVESTMENT SERVICES CORP. (WEST PALM BEACH FL)
PA
02/25/2008 - 08/06/2008
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
CT
04/05/2004 - 03/06/2006
ADVEST, INC. (HARTFORD CT)
RI
04/06/2000 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
09/18/1996 - 11/28/2001
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NA
04/14/1994 - 10/17/1995
BAYBANKS BROKERAGE SERVICES, INC.
PA
05/24/1993 - 04/14/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NY
05/10/1991 - 05/28/1993
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
OR
11/29/1990 - 04/30/1991
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
NA
02/27/1987 - 04/24/1987
METLIFE - STATE STREET INVESTMENT SERVICES, INC.
NA
05/16/1986 - 02/23/1987
PUTNAM FINANCIAL SERVICES, INC.
IA
Issued 06/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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