Unclaimed
Deanna Alexis Carr is a registered investment advisor representative, and an active broker in the securities industry. Deanna is registered with the state of Kentucky and is currently employed with Fidelity Personal And Workplace Advisors. Deanna has been a licensed investment advisor since August 2022. Deanna is a representative for Fidelity Personal And Workplace Advisors, which is a large financial institution with offices across the United States. Deanna is a licensed advisor in 52 states and the District of Columbia. Deanna is able to provide a wide range of investment services, including financial planning, portfolio management, and education seminars. Deanna works with individuals and families, businesses, retirement plans, and charitable organizations.
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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KY
08/10/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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