Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara McDonald is a financial professional with over seven years of experience in the industry. Kara is currently registered with Alight Financial Solutions, LLC. Prior to her current role, Kara was employed by Carta Securities, LLC in Sandy, Utah and Fidelity Brokerage Services LLC in Salt Lake City, Utah. Kara is licensed to conduct business in North Carolina and Utah. Kara holds the Series 7, 9, 10, 63, and SIE licenses and the Series 99TO designation.
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.
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NC
09/06/2024 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
UT
03/23/2022 - 10/13/2023
CARTA SECURITIES, LLC (Sandy UT)
UT
08/30/2016 - 02/14/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 07/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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