Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Beyett is an investment advisor representative with Fidelity Personal and Workplace Advisors. Carol has been in the securities industry for over 20 years and holds Series 7, Series 63, and Series 66 licenses. Carol is registered in 51 states for broker-dealer activities, and in Michigan and Texas for investment advisor activities. Carol was previously employed at Essex National Securities, Inc., Edward Jones, Fifth Third Securities, Inc., and Banc One Securities Corporation.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
07/02/2009 - 08/24/2010
ESSEX NATIONAL SECURITIES, INC. (TROY MI)
MO
09/12/2008 - 06/04/2009
EDWARD JONES (ST. LOUIS MO)
MI
06/15/2004 - 09/19/2008
FIFTH THIRD SECURITIES, INC. (NOVI MI)
IL
04/04/2000 - 06/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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