Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Katherine Carter has been in the financial services industry since December 17, 2002. Mary is a Registered Representative and Investment Advisor Representative for Fidelity Personal And Workplace Advisors. Mary is licensed to provide financial services in Minnesota, Texas and other states. Mary has a wide range of experience in the financial services industry and is committed to helping clients achieve their financial goals.
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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2
MN
02/04/2020 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
KY
12/21/2000 - 07/02/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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