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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Karry is an investment advisor representative associated with Fidelity Personal And Workplace Advisors, based in Durham, NC. Thomas has been in the financial services industry since May 19, 2006. Previously, Thomas has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and E*TRADE SECURITIES LLC. Thomas holds a Series 63, Series 66, Series 7, Series 3, Series 10, and Series 9 licenses and has passed the SIE exam.
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
NC
02/24/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
02/04/2015 - 10/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
GA
03/13/2006 - 01/23/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 09/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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