Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Daigle Carey is an investment advisor representative at MFS Institutional Advisors Inc. Caroline has been in the industry since August 3, 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). She is licensed to sell securities in all 50 states and the District of Columbia. Caroline holds the Series 63 and Series 65 licenses, as well as the Series 7 and SIE licenses. Caroline's specializations include managing portfolios for individuals, businesses, investment companies, and pooled investment vehicles. She also provides pension consulting and selection of other advisors services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
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.
Transfer pricing arrangements with affiliates
1
2
MA
02/27/2023 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
IA
Issued 02/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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