Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol McShera is a financial advisor who has been in the industry since 2012. Carol is a registered investment advisor representative in Connecticut and has previously held licenses in Massachusetts. Carol is currently employed at Fiducient Advisors LLC, where Carol has been since 2018. Carol has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Carol is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Carol is registered in Connecticut and also works with clients in Illinois.
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.
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.
Investment consulting for individuals and non profit organizations
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.
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2
IL
09/08/2020 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
02/01/2017 - 05/31/2018
LION STREET FINANCIAL, LLC (NEWTON MA)
MA
06/06/2016 - 02/02/2017
KESTRA INVESTMENT SERVICES, LLC (NEWTON MA)
MA
06/18/2012 - 04/04/2016
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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