Carol
Beckett
Edelman Financial Engines
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About this Advisor
Carol Beckett is a financial advisor based in East Meadow, New York, working with Edelman Financial Engines. Carol has previously held positions at J.P. Morgan Securities LLC, Edelman Financial Services, LLC, and Financial Engines Advisors L.L.C. Carol has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Carol is part of Edelman Financial Engines, which operates out of East Meadow, New York. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carol Beckett Work History
Financial Engines Advisors L.L.C
Edelman Financial Services, LLC
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Carol Beckett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Tafton, PA
Columbia, SC
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Lynnwood, WA
Fort Worth, TX
Clifton Park, NY
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