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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Carr is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Timothy has been in the financial services industry since January 11, 2000 and has been with Fidelity Personal and Workplace Advisors since July 2018. Timothy holds Series 7, 63 and 66 licenses as well as the SIE exam. Timothy specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles. Timothy's firm is Fidelity Personal and Workplace Advisors, which is located in Boston, Massachusetts. Fidelity Personal and Workplace Advisors has approximately $1 billion - $10 billion in assets under management.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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