Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Lynn Lamar is a financial advisor registered with Fidelity Personal And Workplace Advisors. Kara Lamar has been in the financial services industry since 2016 and holds the Series 63, 66, and 7 licenses, along with the SIE exam. Kara Lamar is also a Certified Financial Planner. Kara Lamar provides financial planning, portfolio management for individuals and businesses, and educational seminars. Kara Lamar has been registered with Fidelity Personal And Workplace Advisors since 2016. Kara Lamar is registered with the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
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.
1
2
NC
12/16/2020 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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