Invested Better
Unclaimed

Unclaimed

Unclaimed

Elizabeth Carr

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your Profile

About Elizabeth Carr

Elizabeth Carr has over 30 years of experience in the financial services industry. Elizabeth is currently registered with Fidelity Brokerage Services LLC. Previously, Elizabeth was registered with Lincoln Financial Securities Corporation, National Financial Services LLC and Dean Witter Reynolds Inc. Elizabeth holds FINRA Series 4, 7, 24, 53, 63, and SIE licenses. Elizabeth is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Firm Information

Elizabeth Carr 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elizabeth Carr’s Registration & Firm History

RI

05/16/2024 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

NH

04/06/2010 - 08/10/2011

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

MA

08/24/2006 - 11/21/2008

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

06/16/2004 - 08/24/2006

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

RI

06/18/1997 - 11/20/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

11/17/1989 - 06/21/1995

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NA

01/16/1987 - 11/19/1987

DEAN WITTER REYNOLDS INC.

NA

01/22/1986 - 08/25/1986

E. F. HUTTON & COMPANY INC

Not sure if Elizabeth Carr is right for you?

Licenses & Designations

BC

Issued 05/28/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2011

Series 4 - Registered Options Principal Examination

BC

Issued 09/22/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 05/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2024

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

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 Elizabeth Carr.
Not sure if Elizabeth Carr is right for you?