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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Aciel McCarthy is a financial advisor at Fidelity Personal and Workplace Advisors, based in Boston, MA. Tristan holds Series 66, Series 7, and SIE licenses and is registered with FINRA and 49 state securities regulators. Tristan has been in the industry since January 23, 2003. Prior to Fidelity Personal and Workplace Advisors, Tristan worked at Mercer Allied Company, L.P. and AXA Advisors, LLC. Tristan specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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)
NY
08/02/2005 - 05/22/2012
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
10/02/2002 - 05/16/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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