Unclaimed
Maire Doyle is an investment advisor representative with Fidelity Personal And Workplace Advisors in Charlotte, NC. Maire has been registered with the Securities and Exchange Commission for 2 years. Maire is licensed to provide financial advice in 53 states, including North Carolina and Texas. She is also licensed to provide investment advisory services in both North Carolina and Texas. Maire's previous experience includes working as a financial advisor for Vanguard Marketing Corporation. Maire holds the Series 7, Series 63, and Series 66 securities licenses. Fidelity Personal And Workplace Advisors is a large financial firm with over $1 billion in assets under management. They provide a variety of financial services, including financial planning, portfolio management, and educational seminars.
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
04/10/2024 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
08/12/2022 - 01/11/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 04/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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