Unclaimed
Carrie Sheehan is a financial professional with over 20 years of experience in the industry. Carrie is currently registered with Fidelity Brokerage Services LLC and is a licensed Series 7, 24, and 66 representative. Carrie has a track record of providing investment advice to clients in both Massachusetts and Rhode Island.
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.
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.
1
2
MA
05/16/2019 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
05/21/1999 - 08/09/2017
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Carrie Sheehan is the right advisor for you? Invested Better is here to help.