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Carrie Sheehan

Fidelity Brokerage Services LLC

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About Carrie Sheehan

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.

Firm Information

Carrie Sheehan is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Carrie Sheehan’s Registration & Firm History

MA

05/16/2019 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

RI

05/21/1999 - 08/09/2017

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Carrie Sheehan.
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