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Stephen Patrick Carr

Amundi Distributor US, Inc.

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About Stephen Patrick Carr

Stephen Carr is a financial advisor registered with Amundi Distributor US, Inc., a firm with offices in Boston, Massachusetts. Stephen has been working in the financial services industry since February 3, 1996. He has a Series 7, Series 6, and Series 63 licenses. He is also registered with the state of Massachusetts. Prior to joining Amundi Distributor US, Inc., Stephen worked for Fidelity Brokerage Services LLC, Fidelity Distributors Corporation, and Fidelity Investments Institutional Services Company, Inc. He has extensive experience in the financial services industry and is committed to providing his clients with personalized financial advice.

Firm Information

Stephen Carr is currently registered with Amundi Distributor US, Inc.. Amundi Distributor US, Inc. is a corporation formed on March 2, 1989, and is registered in 53 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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Stephen Carr’s Registration & Firm History

MA

08/18/2005 - Present

Amundi Distributor US, Inc. (BOSTON MA)

RI

07/31/2003 - 09/16/2005

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

11/17/1998 - 07/31/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

01/05/1998 - 11/17/1998

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

01/31/1996 - 12/31/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Patrick Carr.
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