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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 Jean Cooperman is a financial advisor with Fidelity Personal And Workplace Advisors. Carol has been working in the financial services industry since 2019. Carol is licensed as a Registered Representative and an Investment Advisor Representative. Carol has a Series 7, Series 63, and Series 65 license and holds the Certified Financial Planner designation. Carol works out of the Morristown, NJ office of Fidelity Personal And Workplace Advisors. Carol has a strong background in financial planning and portfolio management. Carol is committed to providing her clients with personalized financial advice and guidance.
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
NJ
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
IA
Issued 03/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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